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Our Team

Insightful Guidance. Desired Future.

Team photo

Partners

The promise of our highly credentialed and experienced advisory team is a commitment to quality, trust, and compassion to the highest degree for each client we serve.

Jeffrey W Miller CLU®, ChFC®, AEP®

Founder President and Private Wealth Advisor

Colin C Smith CFA®, CLU®

Partner and Director of Investment Management

Christopher M Glasscock CLU®, ChFC®, RICP®

Partner and Director of Wealth Management Services

Brian T Toole ChFC®, CFP®

Associate Wealth Management Advisor

Kyle Matthews CFA®

Portfolio Manager

Client Support

Our Marketing Operations and Client Services team is the backbone of Miller Financial Services, managing the many moving parts of our personalized communications and best-in-class client services.

Melissa R Miller

Director of Marketing and Client Experience

Sally M May

Director of Insurance Operations and Services

Kristen M Secor

Investment Operations Associate

Carly A Bins

Client Service Coordinator