Josh’s role involves selecting and illustrating products that best fit our clients’ needs, supporting the analysis of creative insurance and estate planning strategies for affluent individuals, and providing client and advisor related presentations for each strategy. 

Prior to joining IBC, Josh worked in the regional office of a major insurer providing product and presentation support.  He graduated from Washington & Jefferson College earning his degree in Psychology. While at W&J he was a four year letterman for their varsity football team.”