Josh began his career in financial services in 2012. He joined ROI in 2018 bringing with him years of experience working with individuals, families, small business owners, & trusts to help them achieve their financial and insurance needs. The team approach and collaborative effort offered by ROI Financial Group complements Josh’s comprehensive approach towards his clientele. Josh follows a process of listening to what it is his clients want to accomplish, analyzing the best ways to achieve those goals, implementing a strategy, and continuing to monitor progress. His practice is strictly referral based & he believes that doing the right thing for his clients leads to strong, long-lasting relationships.
As a Financial Advisor, Josh offers his clientele custom solutions to their financial needs by implementing managed account strategies, mutual fund/individual equity strategies, & fixed/variable annuity solutions. He also creates custom plans for life insurance, disability insurance, & long term care insurance. Josh has a particular focus on guidance regarding retirement accounts of both public & private sector employees. This guidance applies to retirement accounts such as 401(k), Thrift Savings Plan (TSP), Deferred Compensation 457(b) plans, and 403(b).
Josh currently holds the FINRA Series 6, Series 7, Series 63, & Series 65 licenses, as well as the Life, Accident, & Health Insurance license.
Born & raised in Buffalo, NY Josh is a graduate of St. Joseph’s Collegiate Institute and Canisius College. His interests include golf, hockey, squash, travel, & spending time with his wife Becca, & their amazing daughters Ella Grace, and Chloe Elizabeth.
7 Limestone Dr