Joshua R Miller, CFP® joined Lido in 2023 as part of its partnership with Colorado Financial Management (“CFM”). He has experience in planning, portfolio management and working with clients after working with CFM for 20 years. Josh was exposed to the industry early as his father was also a CFP® professional.
Josh graduated from Nebraska Wesleyan University with a B.S. in Business and the University of Denver with an MBA. He is a CERTIFIED FINANCIAL PLANNER™ and holds his Series 66.
Josh lives in Northern Colorado with his wife and dog and enjoys spending time biking, golfing, hiking, and other outdoor activities.