Broker Check

We help everyday people pursue their dreams and how to get there.

This is why we've put together a team that comes from different backgrounds all driven by the same factor. Our purpose is to advise and educate our clients today to create a better tomorrow. When working with one of our team members, you can expect the knowledge of our entire team rather than a single advisor.

Lee Neumann, CFP, MSFS

Lee Neumann, CFP, MSFS

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."

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Stephen A. Serati, AIF, BFA, WMS

Stephen A. Serati, AIF, BFA, WMS

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."

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Samantha Whitten

Samantha Whitten

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."

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Alex King, aPHR, FPQP

Alex King, aPHR, FPQP

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."

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Tony G. Arnold

Tony G. Arnold

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."

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Rabona Frye, CFP

Rabona Frye, CFP

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."

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Jordan Lamantia

Jordan Lamantia

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."

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Jamison Lake

Jamison Lake

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."

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Ries Moredock

Ries Moredock

Support Financial Professional

"Now that I have completed my licensing, I am looking forward to servicing our clients as I continue my mentorship under the partners."

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Joshua Ripperger

Joshua Ripperger

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."


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This could be you.

This could be you.

Career Opportunities Available

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

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