Our Team


A team approach to wealth management
and financial planning

Relationships with our clients, each other, and our network of specialists are at the heart of what we do. We are a multi-disciplined team with more than 50 years of collective experience helping individuals and families manage their personal finances. We take pride in helping clients solve a diverse set of financial challenges by listening first, then offering options, choices and personalizing each investment strategy.

Kathleen Miller

President and CEO, Senior Advisor

Kathleen has been guiding clients in reaching their financial goals for more than 30 years, with a special expertise in helping individuals plan their finance strategies when facing major life changes.

Learn more about Kathleen

Nicole Miller

Managing Partner

Nicole strategizes with clients on their financial goals and investment management using financial planning principles.

Learn more about Nicole

Kelli Young Senior Financial Planner Miller Advisors

Kelli Young

Senior Financial Planner

Provides financial planning services with a focus on retirement issues.

Learn more about Kelli

David Simpson, CFA

Senior Investment Analyst

David provides the investment research and construction of client profiles.

Learn more about David

Judy Chambers

Operations Associate

Judy assists clients with their account needs and reporting.

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Jane Castro Records Assistant Miller Advisors

Jane Castro

Records Assistant

Jane assists with client services, compliance testing and reporting.

Learn more about Jane

Marcel, French Bulldog

Greeter, Entertainer and Security Guard

Marcel provides comic relief as well as motivation to get outside every once in a while.

Learn more about Marcel