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, CFP®, CDFA™

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, CFP®, CDFA™

Managing Partner

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

Learn more about Nicole

David Simpson, CFA

Portfolio Manager

David provides the investment research and construction of client profiles.

Learn more about David

Carrie Beede, CFP®

Financial Planning Associate

Carrie works closely with advisors and clients to provide support, specializing in financial planning techniques and our custom MAP tool.

Learn more about Carrie

Sharon Littell

Client Service Associate

Sharon assists clients with their account needs and reporting.

Learn more about Sharon

Jane Castro Office Manager Miller Advisors

Jane Castro

Office Manager

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