Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Lance Miller

CFP®, AAMS

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lance Miller Visit Lance Miller's website


Our team

Amanda Kudalis

Amanda Kudalis

Paraplanner,

Office Manager
Lisa Kwan

Lisa Kwan

Client Service Coordinator,

Administrative Assistant