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At our firm, we believe a teamwork approach adds a broader perspective and provides increased communication with our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • How can I retire early?
  • Are my investments working smart enough?
  • What’s a good strategy for college savings?
  • What are the elements of a sound estate plan?
  • How much life insurance is enough?

We have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual needs.


Troy Miller, CFP®, ChFC

Principal and LPL Registered Represenative



To learn more about Troy, click here.
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Cindy Miller

Administrative Assistant



A native Californian, Cindy lived her whole life in northern California where she held the lead clerical position for customer service with Blue Shield of California in El Dorado Hills. Cindy and her family had been visiting the...
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