Wealth Planning Strategist
Joshua has worked in the financial industry since 2018 joining the O’Mara Team in May of 2022. Previously Joshua worked as a financial advisor at a fortune 500 insurance company where he obtained his Life/Health/LTC/Annuity Insurance License as well as his Series 6, 63, and 65 license. As a Wealth Planning Strategist with the O'Mara team Joshua gathers the information needed to provide analysis of each client’s personal financial situation. Working together with the advisors to identify needs, Joshua builds out the financial plans and provides support to the advisors in building out all client plans and proposals. He is always striving to grow and improve his knowledge. Most recently earning his Accredited Behavioral Finance Professional (ABFP) designation and is now working towards earning his Master of Science in Personal Financial Planning. When Joshua isn't working or studying, he stays busy with his wife Carol and his baby daughter Zoey. He enjoys swimming, road biking, rock climbing, and any activity where he can be in community with his church family.