Josh brings a very diverse background with strong emphasis in plan design and compliance. His main focus is educating advisors and clients, large and small, on the best plan design for their retirement plan.He will be covering the Ohio, Indiana, Michigan and Kentucky territory.
Josh began his career as a Plan Administrator, over the past 16 years of being active in both a sales and support role, he has become exceptionally skilled at designing and implementing retirement plans. Additionally, Josh’s responsibilities include development of new business opportunities and marketing TRA’s services.
Josh has a B.S. from Franklin University in Columbus, OH and is currently working towards his Qualified 401(k) Administrator (QKA) designation through ASPPA.