Joshua brings over a decade of experience in the financial services industry to his role as Director and Wealth Advisor at Greenline Wealth Management, where he has built a proven track record of success through his background in banking and comprehensive approach to financial guidance. His commitment to helping clients achieve their financial goals has earned him a reputation for providing personalized and strategic guidance tailored to each individual client's unique needs. Joshua views his work as more than just a career – it's an opportunity to positively impact the financial outcomes of individuals and families, making a meaningful difference in their lives one personalized plan at a time.
Before joining Greenline Wealth Management, Joshua was responsible for consulting small to medium-sized businesses on their retirement plan benefits while facilitating their commercial banking and lending needs. This experience gave him invaluable insight into the complexities of business financial planning and the critical importance of strategic retirement planning. To stay at the forefront of his field, he maintains membership in the National Association of Plan Advisors (NAPA), which provides him with ongoing education to be a better advisor and keeps him informed of the latest changes in the retirement plan industry.
As a native Floridian, Joshua absolutely loves being outdoors in the beautiful South Florida sun, and he is fortunate that his wife Cecilia shares this appreciation for their home state as a fellow Florida native. They have two wonderful children who inspire him daily: their eldest daughter Eliana and their son Christian. They motivate him to be a better person and to never give up, even when tasks seem impossible.
When not working with clients, Joshua enjoys staying active through working out and golfing, and he loves spending time on the water boating with family and friends. His blend of experience, dedication, and genuine passion for helping others succeed drives everything he does at Greenline Wealth Management. Joshua stands ready to make a meaningful difference in the lives of his clients, combining his extensive financial services background with a personal understanding of what it means to build a future for the people you love most.