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MEET OUR TEAM

AS REGISTERED INVESTMENT ADVISORS, WE HAVE A FIDUCIARY OBLIGATION TO ACT IN YOUR BEST INTEREST - AND WE WOULDN'T HAVE IT ANY OTHER WAY

W BRUCE MILLER

FOUNDER & PRESIDENT

MBA, CFP®, AIF®, CPFA


LEARN ABOUT BRUCE

MARY G MILLER

FOUNDER & CEO

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