Josh joined his father, Keith, at Lake Advisory Group in 2014. In 2020, he earned his MBA from St. Leo University in St. Leo, Florida. Josh uses disciplined research and analysis of industry investments and his broad knowledge of insurance products to support his clients in achieving their financial goals.
An informed writer on latest financial topics, he is quoted in numerous publications like Forbes, USA Today, U.S. News and World Report, Money, and Yahoo Finance, and his work has also appeared in various industry journals. He holds a Series 65 professional registration and holds licenses in life, health insurance and annuities in the State of Florida.
“Rule Number One: Never lose money. Rule Number Two: Never forget Rule Number One.”
Schedule a meeting with Josh: https://calendly.com/lakeadvisorygroup