Our Team

Josh has dedicated the majority of the last 15 years to serving his clients insurance and financial needs. After navigating through some life altering challenges of his own, he has grown even more committed to helping his clients find the most effective means to establish both their living and lasting legacies.

He designs plans for clients which often place an emphasis on tax-free savings and income strategies as well as optimizing their retirement distributions.

As a long time Ohio resident and graduate of THE Ohio State University, he and his family have recently returned to the Buckeye state. He is looking forward to splitting time between his Ohio and Florida (a.k.a. winter) offices.

Josh enjoys spending the weekends taking adventures with his family, running, diving into personal development reading and staying up to date on the latest college football news - Go Bucks!

Jenna is an educator at heart. She comes from an extensive teaching background which equipped her with the patience, persistence and deeply caring nature that allows her to listen to and understand the needs of her clients.

Now that she has a few years of motherhood under her belt, Jenna is excited to help her clients understand the importance of prioritizing the needs of the family in the planning process. She enjoys sharing her firsthand knowledge of the positive impact that protection can have when dealing with the surprises that life can throw our way!

Jenna’s number one priority is her family, so most weekends are spent alongside them! She loves to travel and explore new places, restaurants, and cultures. Her daughter has followed in her footsteps and she loves to “go on adventures!”

Jenna greatest passion professionally is helping women understand the planning process and to speak up as an advocate for their families throughout the planning process.