Josh is a senior at Florida Gulf Coast University in the Honors College, where he is studying finance and pursuing a career in financial planning. Through multiple internships, he has gained hands-on experience in both financial planning and insurance, giving him a strong foundation in how thoughtful financial decisions can positively shape people’s lives.
A Tampa native, Josh also brings discipline, teamwork, and perseverance from his time playing NCAA Division II soccer—qualities that now drive his professional goals. When he’s not studying or working, Josh enjoys golfing and spending time outdoors.
Clients may hear from Josh directly, as he is reaching out to our clients to build connections and support their financial journey in his role as Associate Intern.