Miller & Associates Wealth Management has a singular primary client-driven focus, adhering to the needs and goals of our clientele.
With his CFP designation and 22 years of financial wealth management experience, Andy founded Miller & Associates in 2012 with the purpose to offer financial advice to those in need and build a team of professionals to help the members of Kamloops community to achieve their lifetime goals. Andy embraces the values of honesty, dedication and dignity.
He remains focused on helping clients reach their financial objectives while mentoring his associates.
Nich joined our practice at the beginning of 2020 with a mission to improve the lives of others, whilst continuing his education for self improvement.
He’s an extremely personable individual and establishes strong relationships with his clients. Not known to be shy, Nich is the chatterbox of the office and is famous for his boisterous laugh and welcoming smile.
Prior to joining the Miller & Associates Wealth Management team, Jeff was both a financial advisor and branch manager for one of the largest financial planning companies in Canada.
A former branch manager and a financial advisor for over 25 years, he has ample experience in the financial industry. As a licensed retirement advisor, Jeff has a keen interest in retirement planning within his wealth management practices.
Scott brings with him more than 15 years of experience in the financial industry as an Investment Advisor, Compliance Officer and Branch Manager. Scott believes in the value of building relationships with his clients and looks forward to being able to continue to do so with Miller & Associates Wealth Management.
Scott’s career took him on a tour around the province of BC over the last decade and a half, gaining valuable knowledge and experience serving clients from all walks of life.
Tom is a financial service professional with 20 years of experience who has worked for two of the largest insurance companies in Canada, and for Canada’s largest bank. He has partnered with Lawyers, Accountants and Private Bankers to craft cohesive client focused solutions
As an independent insurance specialist, Tom has helped hundreds of families protect what matters most and do it in the most efficient and equitable manner.
Carly is now in her 4th year at Miller & Associates and is currently our operations manager. She is always the kind voice that answers your calls and is ready to go above and beyond for our clients. Carly is the one who inspires us to do better and never give up.
Coming from a background in real estate, she knows the beauty of Kamloops and is happy to call it her home.
Paetyn is the newest addition to our Admin team. Born and raised in Kamloops, Paetyn was a competitive swimmer and soccer player for many years. She has nearly 3 years of experience working at financial institutions and engages in a number of volunteer activities around the community.
Paetyn's passion is finance and she looks forward to pursuing her career as a financial advisor after earning her degree.
Grace has taken on the role of our Data Integration Specialist for 2021. Grace is completing her Kinesiology Degree from the University of Regina while attending University on a soccer scholarship. She is an accomplished student qualifying for Academic All Canadian status and has joined our practice for the summer of 2021.
Grace is looking forward to gaining office experience and ensure that the Miller & Associates office systems are efficient and effective.