Joshua W. Miller
Financial Planning Associate

B.S. in Personal Finance, University of Wisconsin-Madison


Liverpool FC fan who enjoys reading, playing guitar and surfing when he visits his parents in Florida

Joshua W. Miller

As a Financial Planning Associate, Josh builds comprehensive financial plans that analyze clients’ capital sufficiency, education planning, estate planning, risk management and charitable giving.

Prior to joining Altair, Josh interned at RBC Wealth Management in Minneapolis where he built financial plans, analyzed potential investments and performed portfolio reviews for clients. He graduated from the University of Wisconsin-Madison with a bachelor’s degree in personal finance.

Originally from Woodbury, MN, he now resides in Chicago’s Gold Coast neighborhood.