Josh is a graduate of Liberty University with a Bachelors degree in Business. He has been with Retirement Surety since mid 2015. He believes his years as a tennis professional coupled with nearly a decade as a manager in the transportation industry were an ideal foundation for his work as an advisor for Retirement Surety.
“I’ve had almost 20 years of being a problem solver. That is what this business is all about, listening to the client and recognizing their need for a solution.” He has taken encouraging and coaching people in sports and logistics and transferred that passion into helping families with retirement planning, focusing on using indexed products and various other alternative investments that provide stock market like gains without stock market risk.
He also specializes in college funding with a very similar approach. Josh believes he is called to serve and he empathizes with young families as well as those nearing retirement.
He is driven to create financial plans that can improve and guarantee retirement income while also minimizing taxes in retirement. He and his wife Jessica live in Lake Highlands with their four daughters and one son. The family attends church at All Saints East Dallas, where he and his wife serve on the worship service production team. Away from the business, he enjoys tennis, boating/waterskiing and spending time with family and friends.