Our Team

Partner

"When you have been in the industry for over forty years, you meet a lot of people and see a lot of things. I enjoy passing this knowledge on to the next generation of advisors."

President and Partner

"I'm enjoying my career more than ever before. My first love with always be spending time with clients, but I am excited about our growth and mentoring the next generation of advisors and service professionals."

Registered Principal, Executive Manager

"I am passionate about understanding people for who they are. Our industry is based on relationships and trust; both of which start internally. I know I can rely on the partners of Millenia as well as my team and that strength delivers a better result to our clients."

Office Manager, Client Specialist

"I love to interact with our clients and enjoy being our team's cheerleader. My role consists of 1 gallon client service, 4 cups human resources, and 2 tablespoons of office management."

Investment Advisor

"Family is important to me, and I know my clients feel the same. Because of this; I strive to help them meet their short- and long-term goals so they can focus on what matters most."

Investment Advisor

"As a person of faith, I enjoy showing people how wonderful they are. I want clients to feel heard and I want them to reach their goals. Being a financial advisor gives me the opportunity to do both."

Client Liaison

"I bring my values to work at Millenia through striving to be the best part of someone's worst day. I enjoy providing the top-of-the-line service that Millenia prides iteself on."

Document Control Coordinator

"I like to think of myself as a compiler. From appointment preparation to service and new business, I enjoy gathering the necessary items for both our advisors and our clients."

Client Liaison

"As a new member of Millenia, I am excited to learn about the industry and work to gain my licensing. I look forward to serving our clients."

Chief Morale Officer

"Bark, bark, bark. Ruff. Bark, bark, bark."

Scheduling Coordinator

"I am the newest member of Millenia and am enjoying learning about our clients and the importance of connection. My role includes scheduling appointments, greeting clients, and providing a warm welcome over the phone."

Career Opportunities Available

Click the button below to learn more about positions availabe and what it means to be a part of our team.