Joshua Scholnick

Joshua is committed to developing long-term relationships with clients and helping them navigate the complexities of the financial world. Joshua's commitment to providing exceptional service extends to his role as a New Business Coordinator, where he applies his strong organizational and detail-oriented skills to support the team’s clients and its partners.

Joshua is committed to developing long-term relationships with clients and helping them navigate the complexities of the financial world. Joshua's commitment to providing exceptional service extends to his role as a New Business Coordinator, where he applies his strong organizational and detail-oriented skills to support the team’s clients and its partners.

Joshua is a recent finance graduate from the University of Tampa who is passionate about helping others achieve their financial goals. As the oldest of four brothers, he learned the value of teamwork and leadership from a young age. Outside of work, Joshua enjoys spending time with his friends and family, exploring new places, and pursuing his passions for golfing and fishing.