Josh started as intern with us in November of 2018 and is now part of our Operations team. He will obtain an Actuarial Mathematics degree from Liberty University in the fall of 2021.
On a daily basis Josh:
- Assists with initiating new client forms
- Processes new accounts, account transfers, beneficiary changes, new contributions and redemptions
- Handles day-to-day operational activities and client service requests
Josh and his wife Lexi reside in Havre de Grace, Maryland. Josh is a big sports fan. He enjoys watching and playing sports, mostly soccer, golf, disc golf and fishing. He and Lexi like to play board games with their family and spending time together.