About
After working as a professional musician throughout his early adult years, Miles migrated into his family’s business where he maintained significant positions in sales, business administration and management. His direct experience allowed him to expanded into the financial services arena in the mid-1990’s, providing employee benefits and support to other small businesses throughout North Carolina. In 2000, Miles started his own company which focused on Retirement and Estate Planning, and soon realized the need to include College Planning services to help preserve the wealth his clients had achieved.
Since 2006, Miles has been helping families plan and pay for college efficiently, while simultaneously improving retirement outcomes. Together with Letha – his wife and business partner – Miles has adopted this as one of the primary objectives of his company. He also helps families invest in the market through the use of tactically managed investment portfolios. The principles of wealth preservation and growth are the cornerstones of his philosophy.
In addition to being passionate about helping others, Miles enjoys spending time with his wife Letha, daughters Rachel and Cara, and especially his three grandkids. On weekends, you’ll find Miles playing music, pick-up basketball, or working in the garden.