Josh joined HL in 2020 as part of the operations team and, in 2023, transitioned into the role of a financial professional. During his time with the firm, he also earned his MBA/BBA in Finance from the University of St. Thomas, graduating in May 2023.
While excelling academically, Josh was also a standout athlete. As a 4-year starter on the University of St. Thomas men’s basketball team, he contributed to four consecutive conference championships. It was during this time that he connected with Keaton Shaw, HL’s Rising Star Director and a fellow UST men’s basketball alumnus.
Josh is licensed in Life and Health Insurance in Texas and has successfully completed both his FINRA Series 7 and Series 66 examinations. Born and raised in McAllen, TX, he brings a unique combination of discipline, teamwork, and dedication to his role at HL.
Beyond his professional commitments at HL, Josh is deeply engaged in the Houston community. His ambition for making a meaningful impact extends to his service with organizations such as the University of St. Thomas Alumni Board of Directors, the Association for Latino Professionals for America, the TXCPA Society, the Houston Hispanic Chamber of Commerce, and the Go Tejano Committee.
CA Insurance Lic. #427541. AR Insurance Lic. #20470151