Joshua is an independent Dually Registered Advisor and Accredited Investment Fiduciary. He exclusively assists individuals and businesses in the medical industry, highly successful professionals, small business owners, and professional athletes concerned with building wealth, preserving wealth, and maintaining financial security for themselves and their families.
Being an independent Dually Registered Advisor and Accredited Investment Fiduciary means he doesn’t have any proprietary products. Instead, he only acts in his clients’ best interests, providing personalized advice and distinct recommendations.
Joshua received his Bachelor of Science in Accountancy from Norfolk State University. He also received his AIF® designation earned from the Center for Fiduciary Studies. Joshua is licensed to sell Life and Health insurance and Annuities in the District of Columbia, Florida, Georgia, North Carolina, New Jersey, and Virginia. He is licensed to sell securities in Virginia.
Joshua is a member of the African American Advisors Association (Quad A) and the National African American Insurance Association (NAAIA).
When he is not meeting with clients, Joshua enjoys spending time with his family traveling, watching movies, doing artsy projects, painting, and puzzles. Joshua also likes cooking, playing golf, DIY projects, watching college and professional football and reading.