Our Team

One of the Top 15 Private Wealth Advisors at Northwestern Mutual every year since 2007 out of 6,400+ advisors, Jeff has built his reputation through holistic financial planning and investment management. His process has been incorporated throughout Miller Financial Services as he seeks to first understand the uniqueness of each client’s situation, followed by a thorough analysis, organization, and execution with regular monitoring of each individualized plan and portfolio.

Jeff joined Northwestern Mutual in 1987 after receiving his B.S. in Business, Economics and Sociology from the University of Richmond. Since joining, he has received his Accredited Estate Planner, Chartered Financial Consultant, and Chartered Life Underwriter designations.

Jeff and his wife Mel enjoy traveling, visiting wineries and being active with their 3 dogs. They have two grown daughters, Taylor who is enrolled in graduate school at The University of Richmond, and Maddie, also attending graduate school, enrolled at The University of London.

Community Involvement

•             Board of Directors, CKG Foundation: Raising awareness for teenage mental health.

•             Member of the University of Richmond Estate Planning Advisory Council

•             Member of the Richmond Estate Planning Council

•             Member of the VMFA Charitable Advisors for the Virginia Museum of Fine Arts

•             Platinum Supporter, Play for FA: Shining light on Fanconi Anemia.

•             Top Dog Supporter, The Richmond SPCA: Every life is precious.

Past

•             American Red Cross - Richmond Chapter Board of Directors

•             Richmond Symphony Board of Directors 

•             St. Catherine’s School Foundation Board of Directors

•             Northwestern Mutual Investment Products & Services Field Committee Chairman

Chris attended Virginia Commonwealth University before joining Northwestern Mutual in 1999. In August of 2001, he joined Miller Financial Services. Chris is responsible for implementing investment strategies and conducting annual reviews with clients. He has obtained his FINRA Series 7 & 63 securities licenses as well as his Life, Health and Annuity license. Chris earned his Chartered Life Underwriter designation from The American College in February 2014, he earned his Chartered Financial Consultant designation in May 2015 and he went on to earn his Retirement Income Certified Professional designation in November 2018.

Chris and his wife, Anne Marie, have a son, Bailey, and two daughters, Kinsey and Reagan. Chris coached baseball at his local little league for over 15 years and in that time has coached multiple all-star teams including the 10 year old Virginia State Championship team in 2001. Chris also served on the Board of Directors at Tuckahoe Little League for many years to include two years as President.

How can Chris help you?

• Conduct annual client reviews
• Review portfolios and provide market updates
• Provide feedback and analysis on performance reporting
• Discuss specific security selection and analysis

Colin attended the College of William & Mary in Williamsburg, VA and graduated with a BA in Economics. He joined Northwestern Mutual in August 2010, serving as the Associate Director of Network Office Supervision. Before joining Miller Financial Services in March 2013, he was Investment Operations Manager for the Virginia Group of Northwestern Mutual.

Colin is primarily responsible for annual client reviews and portfolio research, due diligence and advisory implementation. He has obtained his FINRA Series 7, 9, 10, & 66 securities licenses, as well as his Life, Health and Annuity License. In August of 2014, Colin earned his Chartered Life Underwriter designation from The American College. He received the Accredited Portfolio Management Advisor™ (APMA®) from the College for Financial Planning in December of 2015. Colin is a CFA® charterholder and a member of the CFA® Society of Virginia. Colin and his wife, Megan, have two kids and reside on a farm.

How can Colin help you?

• Conduct annual client reviews
• Review portfolios and provide market updates
• Provide feedback and analysis on performance reporting
• Discuss specific security selection and analysis

Brian attended James Madison University in Harrisonburg, VA and graduated with a B.B.A in Finance in 2016. In August 2017, he joined the Virginia office of Northwestern Mutual as an Investment Operations Associate. He has obtained his FINRA Series 7, 9, and 66 securities licenses as well as his Life, Health and Annuity license. In April of 2018, he joined the Miller Financial Services team. In September of 2020, Brian earned his Chartered Financial Consultant designation. In April of 2021 Brian obtained his CFP® CERTIFIED FINANCIAL PLANNER™ professional designation.

In his free time, he enjoys playing soccer, traveling, and spending time at Lake Gaston.

How can Brian help you?

• Account opening, updates, and service requests
• Build and update financial plans
• 529 account distributions
• General investment account inquiries

Mel graduated from The State University of Oneonta with a Bachelor of Science degree. Mel joined Miller Financial Services in August of 2015. She has over a dozen years of digital marketing and client relationship management experience. Mel's primary function for Miller Financial Services is to consult internally with the practice around the areas of marketing and brand identity. 

In her free time, Mel enjoys reading, traveling, exercising and spending time with her family and three dogs, Charlie, Sophie and Poe.

Sally graduated from Longwood College in 2002 with a Bachelor of Science degree in Business Administration. She began working for Jeff in March 2008 after relocating from Greenville, NC and holds her Life, Health and Annuity License.

Sally provides administrative support for Jeff’s insurance business, including paperwork and client service requests. Sally and her husband, Ryan, have two daughters, McKenna and Landrey, and enjoy traveling, college basketball and spending time with family and friends.

How can Sally help you?

• Insurance policy changes and servicing
• Insurance policy loans and billing
• Provide in-force ledgers
• Provide information regarding term conversions
• Provide consolidated investment account and policy reports

Kristen graduated from the College of William and Mary in 2010 with a Bachelor’s of Sociology before going on to receive a Master’s of Science in Social Policy from the University of Pennsylvania in 2011. Kristen has nearly a decade of experience in administration and operations in the public sector and the health and wellness industry. Joining Miller Financial Services in 2020, she now serves as our Marketing and Client Services Associate. Kristen holds her Life, Health, and Annuities Licenses.

Kristen grew up just outside of Richmond and has lived in the city since 2011. In her free time she enjoys exploring the city’s vibrant culture, exercising, cooking, and spending time with her husband Craig and their dog Pibber.

How can Kristen help you?

• Answer general inquiries about Miller Financial Services,the team, and our services
• Schedule appointments and coordinate details of virtual appointments
• Update client records
• Assist with registration and access to the client website