With over 20 years of experience in financial services, Joshua brings a unique perspective to retirement income planning, wealth management, and family legacy planning. Originally from New York, his career has spanned two continents, including 16 years in Stockholm, Sweden, with SEB, one of Scandinavia’s most established financial institutions, where he helped clients navigate comprehensive financial solutions within a segment closely aligned with private banking.
His passion for helping families achieve financial success was inspired by his father, a longtime financial professional with whom he worked closely. Those experiences instilled a philosophy that continues to guide him today: putting clients first, building trust through education, and striking the right balance between growth and protection.
His years in Scandinavia further shaped his practical, disciplined approach to financial planning. Joshua believes one of the greatest services an advisor can provide is to level the playing field, empowering clients with the knowledge and confidence to make informed decisions. He is particularly passionate about helping individuals approaching or entering retirement create dependable income strategies, manage risk, and protect the wealth they’ve worked a lifetime to build.
Having studied speech communication and rhetorical studies at Hofstra University, Joshua recognizes the importance of clear communication and genuine collaboration. He strives to make every client interaction an opportunity to deliver meaningful value through education, thoughtful guidance, and strategies tailored to each individual’s goals and aspirations.
Based in the Miami–Fort Lauderdale area, Joshua is a registered Investment Adviser Representative, holds Series 65, and maintains life, health, and annuity insurance licenses. Outside of work, he enjoys traveling, golf, exploring nature trails and waterfalls, and discovering international cuisine. Above all, he treasures time with Juliette, his wife of over 25 years, their sons Joaquin and Colin, and the family’s yellow Labrador, Marley.