Josh Pick has spent nearly two decades in the financial services profession helping individuals and couples in or nearing retirement better understand and prepare for the challenges associated with the ever-changing financial landscape. He holds his Series 7, 63, and Life & Health licenses, and has a proven track record of helping clients successfully align assets with objectives to leverage and manage investment portfolios that will weather market fluctuations. A well-known speaker and an active member of the Millon Dollar Round Table's highest honor: Top of the Table, Josh frequently hosts public educational workshops in the community on a variety of financial and retirement topics. Josh is also frequently requested to speak nationally to groups of financial professionals and various universities in the areas of retirement planning, social security, and tax efficient income distribution. Josh is a proud graduate of the Ohio University with a degree in Finance. Josh lives in Lewis Center, Ohio with his wife Kylene and three sons.
Laura Miller, a graduate Columbus State University and licensed insurance agent, started with Aptus in 2004 as a new business case manager. She has quickly worked through the Aptus ranks: working in licensing, case design, and, now, guides the entire staff as office manager. Laura lives in Hilliard, Ohio with her husband, daughter, and small menagerie of pets. Outside the office, Laura works at a dance instructor teaching a senior competition team.
David specializes in the areas of wealth accumulation and distribution, estate planning, and wealth transfer. His approach is client-centered; focusing on his analysis of the clients goals and views for the future along with key economic factors. His proven and insightful knowledge of the retirement, estate and business planning process provides Aptus's clients with truely objective solutions.
Prior to Joining Aptus David has worked in the financial industry for the past 13 years. He was the RVP for Nationwide insurance wholesaling life insurance and annuities through the captive agent distribution channel. David also brings several years as the RVP for a General Agency wholesaling and point of sale for life and annuity products to multiple wire house firms across the country.
David attended Flagler College in St Augustine Florida on a baseball scholarship and then transferred to The Ohio State University. He holds his Series 6, 26, 63 and Life and Health License. David currently lives in Mansfield, Ohio with his wife, Robin, and 2 sons, Dane & Brayden. In his free time, David enjoys traveling, playing golf and spending time with his family.
Jason Penberthy began working for our company in 2006 as a new business case manager. Jason completed his education in his hometown of Barnstable, Massachusetts before moving to Columbus, Ohio to pursue additional career opportunities. Having worked in customer service for over 16 years, Jason truly enjoys helping people and making sure their experience with Aptus is a positive one.