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

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BRENNON S BOWEN

VICE PRESIDENT

CFP®, AIF®, CPFA

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DAVID C KLEINMAN

ASSOCIATE ADVISOR

CFP® Candidate, AFC®, CPFA

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JAMIE BOND

RETIREMENT PLAN SPECIALIST

CPFA

LEARN ABOUT JAMIE

JOSHUA W MILLER

MARKETING DIRECTOR

LEARN ABOUT JOSHUA