13111 Westheimer Rd., Suite 475, Houston, TX, 77077
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Joshua is a partner at Compass Retirement Planning, selling securities and some insurance. He also works as an agent for Protective Life Insurance Company and One America, selling life insurance and LTC policies, and is an agent for Westpark Wealth Advisors, Inc. for advisory business. Joshua spends nearly full-time hours at Compass Retirement Planning, and about a quarter of his time at Westpark Wealth Advisors, Inc. He also dedicates about a quarter of his time to Benaiah LLC, developing products for Amazon, and Camp Blessing, leading Bible studies and developing partnerships.