Broker Check
Mark R Miller, CLU, ChFC, CFP®

Mark R Miller, CLU, ChFC, CFP®

President and CEO

Mark began his financial services career in 1987 in Richmond, Virginia where he built a thriving business before relocating to Salt Lake City in 1994. Among other accomplishments, Mark has carried the title of Investment Specialist for MMLISI Financial Alliances LLC, a national broker/dealer and served as Vice President of Financial Planning for a regional bank based in Salt Lake City.

Mark graduated with a major in accounting at Brigham Young University where he had minors in Business and Spanish. He authored a Spanish financial column in El Sol, an Hispanic periodical on the east coast.

Mark obtained the designation of Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC), from the American College; and is a Certified Financial Planner™ professional. Maintaining distinctive designations shows Mark's commitment to his profession and his clients.