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We are pleased to announce our latest addition to the TrustWell team: Bradley Miller, CFP®.
Bradley has joined TrustWell after spending 10+ years in the financial services industry, bringing along expertise in both investment management and financial planning. Bradley has a BBA degree in finance, is a CERTIFIED FINANCIAL PLANNER™, and has spent time with both NAPFA and Kingdom Advisors.
Bradley will be joining Brett & Tanner’s team, forming “The FDM Group” at TrustWell. They will collaborate in serving their clients as a team. Bradley has already been implementing high-quality upgrades to the way TrustWell’s clients will be served and we believe that your experience at TrustWell will be better as a result of his addition.
Outside of the office, Bradley enjoys spending time with his wife and family, reading, playing games and rooting on his favorite sports teams.
