Our Qualifications

Josh furthers his knowledge of the financial arena through mandatory continuing education classes as well as attending conferences to learn the latest product offerings.  This information allows him to efficiently and effectively meet the needs of his clients. 

Licenses:

• Life and Health Insurance 
  
• Series 7     (Registered Representative) 
  
• Series 66   (Registered Investment Advisor) 
  
• Series 24   (Registered Principal) 
  
• Currently licensed in AR, CA, FL, NC, NY, PA, VA 
  
  
  

Education:

• B.S. in Business Administration from Penn State University, 1991
  
• M.B.A. from Bob Jones University, 2003