Joshua is trained in the areas of financial planning and asset preservation. He takes a holistic approach to comprehensive financial planning focusing his practice on retirement planning, wealth accumulation, asset protection & preservation and legacy planning. He works with successful professionals, business owners, and retirees who are concerned with building and maintaining financial security for themselves and their families.
He graduated from Norfolk State University in 2009 with a Bachelor's of Science in Accountancy. After his brief career in professional indoor football, he joined the financial services industry several years ago allowing him to gain experience and training in financial services and insurance.
He is a member of the African American Advisors Association (AAAA), National Association of Certified Financial Fiduciaries (NACFF™) and the National African American Insurance Association (NAAIA). Joshua has received his Accredited Investment Fiduciary (AIF®), Certified Financial Fiduciary (CFF®) and is a National Social Security Advisor certificate holder (NSSA®).
Joshua is currently licensed to sell insurance in the District of Columbia, Florida, Georgia, North Carolina, New Jersey, and Virginia. He is currently licensed to sell securities in Virginia. When he is not meeting with clients, Joshua enjoys spending time with his family traveling, watching movies, doing artsy projects, and puzzles. Joshua also likes cooking, playing golf, DIY projects, and reading.