Josh has been in the financial services industry since 1995, and joined EFS Advisors in 2000. Josh has developed a core set of specialized skills in financial and retirement planning, asset allocation, and investment advice, and he is recognized for his dedication to exceptional client service that accompanies financial advice tailored to the needs of each client. Most often, Josh finds himself counseling members within five years of retirement, helping them make the financial transition from working life to retired life.
Josh’s passion for financial planning and helping others successfully navigate the financial landscape, led him to obtain his Certified Financial Planner® designation in 2004. He also holds is Series 63, 65, and 7 registrations, as well as his Life and Health Insurance license.