Tracy Miller, CFP®, CLU®, ChFC®, AEP®, AIF®, CPFA®
LPL Investment Advisor Representative
Tracy launched her career in the financial services industry in 1982 when she began working at a life insurance company. She became licensed for life and health in 1991, and got her first securities license in 1992. After providing life insurance sales support services for many years, and working at various insurance companies and agencies, she left managing the life insurance department of a property and casualty operation to start TMiller Financial LLC in 2006.
Tracy and her company focus on investment management and asset protection for companies, business owners and professionals. She provides wealth management and financial planning, as well as life insurance, disability and long-term care. She also provides services for employer-sponsored retirement plans (including profit sharing, defined benefit and cash balance plans), and captive insurer plans.
Tracy is principles focused and is highly competent and forward-thinking when it comes to client matters, as well as how she runs her own business. Honesty and trustworthiness is a given. Relationships matter. It is an honor and a privilege to provide clients with stewardship of their financial assets.
Staying relevant means one must continuously upgrade their education and expertise. Tracy has achieved the following industry designations that require ongoing continuing education, in addition to the continuing education required to keep her licenses.
1995 Charted Financial Consultant (ChFC(r))
1992 Chartered Life Underwriter (CLU(r))
2000 Certified Financial Planner (CFP(r))
2010 Accredited Estate Planner (AEP(r))
2017 Certified Plan Fiduciary Advisor (CPFA(r))
2017 Accredited Investment Fiduciary (AIF(r))
People who work with Tracy know she is solely focused on the client's best interests.