Joe strives to help others achieve their financial goals while working with his team to provide unique solutions to complex problems.
Joined Lido: 2023
Homebase: Boulder, CO
Professional Focus: Joe is committed to providing exceptional service focused on client satisfaction and experience and is continuously seeking new opportunities to learn and grow. He is motivated by the opportunity to support clients through the biggest moments in their lives.
Education: B.S., Natural Resource Recreation and Tourism, minor in Business, Colorado State University
Previous Work Highlights: Joe joined Lido as part of its partnership with Colorado Financial Management (“CFM”) where he worked for almost 6 years in client services.
Personal Facts: Joe proudly served over five years in the United States Marine Corps. He currently resides in Colorado and enjoys spending his free time in the great outdoors, working on vehicles, tinkering with computers, and spending time with his family.
