Joshua Betancourt

Joshua has over 18 years of experience working with business owners, families and individuals to lower their State and Federal Taxes via unique structures so they can accumulate and keep more of their wealth.

Joshua has logged thousands of hours of training on State and Federal Taxes and Tax minimization, Pension plans & Profit Sharing Plan re-design, Social Security, Medicare, insurance financing & refinancing, and financial planning. Joshua holds a Masters Degree in Accounting (M.S.A) from Northeastern Illinois University, a nationally ranked top 5% business school with AACSB accreditation.

Joshua is also a veteran top ranked investment portfolio manager and the firm’s Value and Growth Portfolio has outperformed the S&P 500 benchmark every single year since inception. The QCI Tactical Core Portfolio, a blended portfolio of fixed income and stocks, has also outperformed the Blended S&P 500 and Aggregate Bond index every year since inception. He is happily married to Genevieve and enjoying life raising their two young children. Joshua is an avid biker and bike racer.