Joshua Storey has been in the financial services industry for 10 years. He serves clients with diligence, sincerity and drive. He prides himself on being able to connect with clients naturally and authentically. He explains complex rules and concepts in an easily understandable way, reducing the clients’ overwhelming feelings often associated with finances.

He brings focus to the importance of overall portfolio design structured on tax mitigation, two important areas that deserve attention in an overall long-term plan. He is committed to providing the highest level of service and performance to clients and their families while adhering to the highest fiduciary standards.

Joshua has always been skilled in math and analytical planning. He combines these skills with his enjoyment of working with people and creating long-term relationships to prepare clients for their best financial future.

He believes that knowledge is key for himself and his clients. He wants clients to understand the details of their plan. Joshua earned a degree in Business Finance from University of South Florida. He has experience working at large industry firms and has managed over $100 Million in client assets during his last role.

In his free time, Joshua spends time with his wife Grace and son Jaxon enjoying the beach, pool, neighborhood events, professional sports outings, movies, and restaurants. He also loves cooking, playing golf and poker with friends.