Joshua joined the firm in 2019 as a Partner. Josh works to recruit, train, and develop Financial Professionals as they transition or start their practice to Commonwealth Financial Group. He also assists in developing and implementing business strategies and our planning process.
Prior to joining CFG Josh was a Supervising Agent with American Income Life. In this role we was responsible for the training and development of Insurance Producers on his team. After three years in this role Josh decided to challenge himself to grow once again and accepted a role as an Assistant Vice President at Citizens Investment Services in Newton Centre. In this role he was a part of a top tier Wealth Management Team and was responsible for building a practice with the firms affluent and high net worth clientele. He was also tasked with Developing Strategic Alliances with Private Wealth Advisors, Mortgage Loan Officers, Licensed Bankers, and Relationship Bankers. Josh has also served 11 years with United States Army National Guard as a Chemical, Biological, Radiological, Nuclear and Explosive Warfare Specialist. He is currently a part of the 10th Mountain Warfare Division in Northfield, VT
Josh currently resides in Hudson, MA. Josh enjoys golfing, reading, training for marathons and spending time with close friends and family. Josh is involved with the Special Olympics through volunteer work and fundraising.
101 Federal Street, Suite 800
Boston, MA 02110