Benefits Expert & Financial Wellness

Josh began his career in financial services in 2006 as a Financial Representative with Northwestern Mutual. In this role he gained experience working with both individuals and businesses to help them with their insurance planning needs.
In 2007 he moved to First American Insurance, an insurance brokerage firm, where he gained extensive expertise with individual insurance and annuities, typically working on well over 300 cases per year. Josh then took his experience to MassMutual in 2015 to help build their Brokerage operation in the Boston office.

After being back working with a large insurance company, in 2016 Josh decided to pursue an opportunity to develop his own agency with Colonial Life, focusing primarily on workplace benefits. Josh’s significant background working with individuals has proved invaluable to working in the benefits market and taking an individualized, tailored approach to every client.