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THE STORY OF YOUR LIFE
FROM NOW ON

WE'RE LEGACY BUILDERS WITH A PASSION FOR HELPING OTHERS ACHIEVE THEIR FINANCIAL ASPIRATIONS


GET IN TOUCH WITH OUR TEAM

MEET YOUR PERSONAL SUCCESS TEAM


W BRUCE MILLER

FOUNDER & PRESIDENT

MBA, CFP®, AIF®, CPFA


LEARN ABOUT BRUCE

MARY G MILLER

FOUNDER & CXO

BA COMMUNICATIONS


LEARN ABOUT MARY

BRENNON S BOWEN

VICE PRESIDENT

CFP®, AIF®, CPFA


LEARN ABOUT BRENNON

DAVID C KLEINMAN

ASSOCIATE ADVISOR

CFP® Candidate, AFC®, CPFA


LEARN ABOUT DAVID

JAMIE BOND

INTERN

UVU Student, CPFA


LEARN ABOUT JAMIE

JOSHUA W MILLER

MARKETING DIRECTOR

UVU sTUDENT


LEARN ABOUT JOSHUA


CHECK OUT OUR CREDENTIALS


CERTIFIED FINANCIAL PLANNERS

Becoming a CFP® is the greatest possible designation  in the financial planning industry due to it's rigorous testing and extreme demand for proficiency.

This is our standard. Anything less would be cheating you of the professionalism that we assert within the name of our company - The Professional Financial Company.


ACCREDITED INVESTMENT FIDUCIARIES

It is now more important than ever to find investment advisors who are true fiduciaries. As Accredited Investment Fiduciaries®, we are obligated to make the best decisions on your behalf - and we do it with pleasure.


CEFEX CERTIFIED

We are proud to state the fact that we are one of Utah's only firms to be CEFEX® certified, giving us one of the most prestigious designations in our industry and helping us stand out from the crowd.