You’ve worked hard to build your business. Now you want your money to work just as hard for you.

I help business owners bring clarity and confidence to their financial lives. If you feel like things are getting more complex — taxes, investments, retirement, insurance — you’re not alone. My role is to simplify it all and create a clear plan you can trust.

At Millen Wealth Advisors, I act as your Personal CFO. We look at your full picture — cash flow, investing, retirement, tax strategy, insurance, and estate planning — and bring it together into one simple roadmap. Everything works together. Nothing is random.

My goal is simple:
Help you build wealth while you’re working — and live off it comfortably when you stop.

I believe a well-lived life starts with clarity, purpose, and consistent action. When your financial plan matches your values, you can focus on what matters most — your family, your health, your business, and your freedom.

I hold the CFA, CFP, and CMT designations and bring over a decade of experience in financial planning and investing. But what matters most is that you feel understood, supported, and confident in your decisions.

When I’m not working with clients, you’ll find me training, playing hockey, reading, or spending time with my fiancée Kehla and our two cats, Goofy and Boots. I live by the same principles I guide my clients toward: discipline, growth, and long-term thinking.