With an extensive background in life insurance product analysis, Josh:
- Evaluates life insurance and long term care product efficiencies and competitiveness
- Utilizes broad product & insurance industry knowledge for regular client policy reviews
- Works with our wealth transfer advisors and underwriting team to find the most optimal client solutions
Having joined the firm in 2016, Josh’s expertise has developed since starting his career in 2011. His background includes:
- Life Insurance product analysis for Lincoln Financial Group in Hartford, CT
- Life Insurance wholesaler at Lincoln Financial Distributors in Hartford, CT
Josh enjoys being active and especially enjoys golfing, skiing, soccer, and boating.