Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Managing Director Joshua E. Miller

Joshua E. Miller

Managing Director

Whether starting, growing, or selling a business I help entrepreneurs and self-employed families feel more confident about their finances.
Photo of Wealth Management Advisor Cameron Klemczewski

Cameron Klemczewski

Wealth Management Advisor

Life Insurance Planning, Retirement Planning, Income Protection, 401(k)s, Wealth Management, Long Term Care Planning, and Financial Planning.

Photo of Investment Operations Manager Tannya Cain

Tannya Cain

Investment Operations Manager

Photo of Insurance Operations Manager Laurie J Miller

Laurie J Miller

Insurance Operations Manager