In Memoriam of Our Founder
Ramon "Ray" Miller was a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and served as a trusted advisor from 1985 until his passing in 2014. Ray loved helping people and touched many lives, both personally and professionally. He will always be remembered for his smile, his low key style, and his great taste in wine. Over the last 20 years, Mari and Angie played an integral part in building the company’s success and are honored to carry on the legacy.
Ray's favorite quote was from John F. Kennedy who said, “Change is the law of life. And those who look only to the past and present are certain to miss the future.”