Began my career in the insurance and financial services industry in 2007 as a financial representative of the British Caymanian Insurance Company. I’m passionate about working with businesses and individuals to develop strategies to assure financial success.
I also believe that the most important reason for having life insurance is to ensure that people are prepared for the unexpected. Utilizing my experience with other advisors, lawyers, and bankers, I can offer unbeatable full-service solutions.
My philosophy focuses on listening to my clients so I can develop the most effective, pragmatic, and comprehensive financial solutions. I ultimately make recommendations based on the client’s goals, objectives and risk tolerance, while staying consistent with their financial profile.
Holds memberships with various professional organizations, including (MDRT). As a member of the Million Dollar Round Table, he currently holds the highest designation of Top of the Table, making him one of the most successful advisors in the industry. The association is a professional trade organization that was formed in 1927 to help insurance salespeople and financial advisors establish best business practices and maintain ethical and effective ways to increase client service.
I pride myself in providing quality assistance to families and businesses. Not only for today or tomorrow, but for generations to come. I provide individuals and families with estate and financial planning, retirement solutions, and risk management.
Key Man, Buy-Sell is also provided to businesses to assist their succession planning and insurance solutions. In each and every case, I seek to build an enduring relationship where I fully understand your vision. I strive to develop custom design strategies and solutions that are suited for your circumstances. You can rest assured that those plans will be executed with impeccable service and integrity.
My commitment to you is paramount. I want you to have the peace of mind that your family and business will have the security and growth. My focus is to work with you to lay the groundwork for providing success to the generations to come. Implement plans for today, why carry it to the cemetery?
Joshua resides in Cayman Islands. He is active in many charitable organizations and believes in giving back to the community. When he is not working or enjoying time with his family he enjoys fishing and golfing.