Miles, along with Carla, became partners to open an independent practice with Miles serving as the lead financial advisor for Eleven Point Financial Advisors. He brings over 30 years of experience in financial services, having worked for prominent firms such as Raymond James and Landmark Investments. While those firms helped shape him into a highly skilled financial planner, Miles chose to become independent to better serve his clients. He wanted the freedom to step away from excessive regulations and bureaucracy so he could focus on what he loves most: helping clients pursue their financial goals.
His main tasks are conducting financial planning sessions, and business development activities. Miles considers every client to be like a family member and takes pride in answering their financial questions, including but not limited to:
Will I be able to retire at X date?
How can I pay for my family’s college education?
What are the best ways to preserve my family’s wealth?
He currently holds many financial registrations like the Series 7, 63 and 65 along with his insurance licenses. On top of this, he is educated on many comprehensive financial planning strategies. He also believes in the power of continuing education via in person/online courses, consuming financial content through premium adviser education portals and reading financial articles on websites like Bloomberg.
In addition to helping clients with financial planning, he positively impacts the South Central Missouri communities by volunteering with a variety of organizations.
When’s he’s not helping clients exceed their financial goals, you can find him riding motorcycles, kayaking or flying his ultralight. He also enjoys spending time with friends and family, especially his grandchildren.
Registrations held: Series 7, 63, 65 and Health and Life Insurance license