How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Troy Miller, CFP®, ChFC, CLU

Principal and LPL Registered Represenative



Who is Troy Miller?Troy Miller became a college funding consultant not by accident, but by design. As a financial consultant, Troy was talking to many couples who were delaying or foregoing retirement - just so their children could get...

Read more

Chloe Mattero



Chloe is currently pursuing a Bachelor of Arts in Human Resources Management. She previously served as a Licensed Insurance Agent for USAA, as well as a Bank Teller for Pearl Hawaii Federal Credit Union.

Read more

Wilbert White

LPL Admin

833 887 9063

PROFESSIONAL BIO Wilbert White is a Virtual Administrative Assistant at LPL Financial. He partners with advisors to provide support on administrative tasks and client management functions.Wilbert has seven years of experience in the...
Read more