Kathleen A. Miller

Director, Operations

About Kathleen A. Miller

Kathleen joined the team in 2014. She has 25 years of experience in the investment industry. Her background as a Financial Advisor, Trading Supervisor, and Operation Supervisor while at Fidelity Investments, Charles Schwab and BMO Harris Bank make her a vital asset to the team. She enjoys interacting with clients and providing exceptional service to ensure clients have a positive long term relationship with our team.

Kathleen graduated with a BS degree in Finance from Southern Illinois University. She has been married to her husband, Jeff, for 29 years and they are the proud parents of three children.

Contact Information


Office Address

1901 N. Roselle Rd
Suite 800
Schaumburg, IL 60195

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