Kelli Miller: Manager - Client Services
Kelli is a business professional assisting in numerous company functions using her accounting, analytical and human resource competencies. She has made generous contributions leading non-profit community organizations.
She has served as director and assistant treasurer for a public software company in Dallas and has built operations budgets for a $1B public company in San Diego. She has over 13 years of financial planning & analysis experience in both start-up and well-established companies.
Kelli holds a BBA in financial planning from Baylor University.