Constantly trying to get better and gain more knowledge to be able to provide more help to his clients.
Joined Lido: 2023
Homebase: Boulder, CO
Professional Focus: Joshua is a people person at heart. His passion for people drives him to build strong relationships with his clients to ensure he is figuring out the best solutions to their goals and objectives in life.
Professional Designations: CERTIFIED FINANCIAL PLANNER®
Education: B.S., Business Administration and Management, Nebraska Wesleyan University; M.B.A., Finance, University of Denver
Previous Work Highlights: Served as the President and a Principal and Senior Financial Advisor for over 20 years cumulatively for Colorado Financial Management prior to their partnership with Lido in 2023.
Personal Facts: Enjoys being outdoors, mountain biking the trails of Boulder, playing golf, and spending time with his family and friends.
