
“I keep an open dialogue with my clients, so they know they can come to me with anything from complex financial questions to life decisions, which could impact their business.”
Grant Miller, CPA, CFP, CMA, PFS
Senior Manager, Tax
What I do for Clients
I appreciate my clients by being their foremost advocate, keeping perspective on what they need and ensuring I’m taking care of them.
When I’m not at work, you can find me shooting in gun ranges, going to stand-up comedy shows, or watching documentaries.

“I keep an open dialogue with my clients, so they know they can come to me with anything from complex financial questions to life decisions, which could impact their business.”
Grant Miller, CPA, CFP, CMA, PFS
Senior Manager, Tax
What I do for Clients
I appreciate my clients by being their foremost advocate, keeping perspective on what they need and ensuring I’m taking care of them.
When I’m not at work, you can find me shooting in gun ranges, going to stand-up comedy shows, or watching documentaries.
How do you help your clients make “Smart Business Decisions”?
It’s being part of the decision-making process with them. Sometimes topics are difficult to discuss, so as we look at situations from different angles, I want to be comfortable enough with my clients to raise any red flags and advocate to help them navigate those issues. They need to know about issues, so it’s important to build that trust between both parties.