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 24 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 objectiveswhile mentoring his associates.
Since joining our team in 2021, Paetyn has played an integral role in our Kamloops office. Born and raised in Kamloops, Paetyn has 8 years of experience working at financial institutions.
Paetyn has her BBA with Distinctions with a major in Finance from TRU. She earned her place on the Dean's List every semester and was awarded various scholarships based on her GPA. With finance as her passion, she looks forward to pursuing her career as a financial advisor.
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 started as an Administrative Assistant at the practice in 2018 and is now 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.
Brandy comes from a 14 year career in medical as a Paramedic and Medical Office Assistant, Brandy joins us as our new Administrative Assistant. She is a strong advocate for marginalized communities and loves to help others.
Brandy has a talent for technology and is excited to provide day-to-day technical support for the office.
Grace has taken on the role of our Data Integration Specialist in 2021. Grace completed her Kinesiology Degree from the University of Reginawhile attending University on a soccer scholarship. She is an accomplished student qualifying for Academic All Canadian status and the UofR Dean's List and has joined our practice in the summer of 2021.
Grace is looking forward to gaining office experience and ensure that the Miller & Associates office systems are efficient and effective.