Joshua Cohen is a seasoned financial advisor with over two decades of experience, specializing in working with business owners and high-level executives. His commitment to financial excellence and dedication to his clients have solidified his reputation as a trusted professional in the industry.

In addition to his impressive career, Joshua serves as the Vice President of the Alumni Board of Directors at the University of Miami, demonstrating his ongoing commitment to his alma mater. He has been recognized by Forbes as a Best in State Financial Security Professional, a testament to his expertise and exceptional service.

Joshua's community involvement is equally impressive; he has served as the past president of the Canton Association of Business and Industry and continues to contribute as a dedicated board member. His commitment to professional growth is highlighted by his Certified Business Exit Consultant designation, which showcases his unique skills in guiding clients through complex transitions.

Above all, Joshua's true passion lies in helping clients plan and build legacies, ensuring financial security for generations to come. His expertise, combined with a genuine care for his clients' success, makes him a standout figure in the world of financial advising.

In a world buzzing with creativity and entrepreneurial flair, Phoebe Story stands out as a beacon of financial wisdom. With the prestigious "4 Under 40" award from the National Association of Insurance and Financial Advisors adorning her accolades, she has sculpted over seven years of financial mastery, specifically tailored for the dream-weavers—the influencers, content creators, business mavericks, and spirited entrepreneurs.

Phoebe possesses a keen insight into the dynamics of creative industries, making her a maven at blending financial savvy with the art of possibility. Her competitive edge lies in her ability to unravel the unconventional, crafting bespoke financial strategies that mirror the unique ambitions and rhythms of her clients' journeys.

Phoebe's mission is to impart empowerment through financial acumen. She believes in not only offering advice but also in fostering a sense of financial empowerment, allowing her clients to make informed, positive decisions that align with their aspirations. She is your partner in financial clarity, dedicated to helping you seize your dreams.

A maven with heart, Phoebe weaves relationships with threads of trust, understanding, and shared dreams. As a financial accomplice, she orchestrates symphonies of success, turning aspirations into harmonious financial realities.