Partner

Member of: Osaic's Leadership Forum

"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 continuing to serve clients while also passing my knowledge on to the next generation of advisors."

President and Partner

Member of: Osaic's Leadership Forum, Osaic's NextGen Council

"I'm enjoying my career more than ever before. My first love will 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."

Support Financial Professional

"As a newly licensed professional, I am looking forward to continuing to mentor under the partners to learn how we take care of our clients."

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."

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."

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."

Scheduling Coordinator

"I like to think of myself as someone who intiates the client experience. From answering our clients' calls to assisting in curating content for them, I am grateful to be the starting point of their overall experience."

Career Opportunities Available

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