Josh Miller, CFP®
Vice President of Enrichment
As Vice President of Enrichment, Josh Miller, CFP®, serves as a mentor and resource to advisors, equipping them with the skills, knowledge, and perspective needed to effectively guide clients through the financial planning process. He leads ongoing coaching initiatives, including weekly one-on-one calls and case study sessions. Josh utilizes over 20 years of experience as a financial advisor to mentor the next generation of advisors.
He is a graduate of the University of Illinois with a Bachelor of Science Degree in Agribusiness, Farm, and Financial Management. Before joining the team in 2024, Josh was the founding financial advisor at Table Grove State Bank Financial Services. He has worked in the financial services industry since 2001 and holds both securities and life and health insurance licenses. Josh obtained his CERTIFIED FINANCIAL PLANNER™ certification in June of 2011.
Josh, his wife, and their three sons reside on their family farm. He likes to give back to his community by volunteering on several local boards and coaching high school football.
