Senior Vice President–Wealth Management
Financial Advisor
Trish Miller brings over 25 years of experience in the financial services industry, helping individuals and families navigate their financial lives with clarity and confidence. She holds the Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Private Wealth Advisor® (CPWA®) designations—credentials that reflect her deep expertise and commitment to excellence.
Trish works collaboratively with her team and clients to build comprehensive, long-term wealth management strategies. Her planning process breaks down financial goals into three key areas: Liquidity, Longevity, and Legacy. This framework helps clients understand their financial picture and make informed decisions with purpose and peace of mind.
Known for her thoughtful approach and passion for education, Trish takes time to ensure clients feel empowered and engaged throughout the planning process. Her ability to simplify complex financial concepts fosters trust and lasting relationships.
Originally from Minnesota, Trish graduated from Luther College in Iowa with a double major in Business Management and German, and a minor in International Studies. She’s called Colorado home since 2005 and is actively involved in her local community.
Outside of work, Trish enjoys trail running, biking, baking chocolate chip cookies, reading, and spending time with her two energetic English pointer puppies and her adventerous significant other, David.
CA insurance license 0H32840, MN insurance license 20566430
Personal & Community
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Vice President–Wealth Management
Financial Advisor
Trish Miller brings over 25 years of experience in the financial services industry, helping individuals and families navigate their financial lives with clarity and confidence. She holds the Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Private Wealth Advisor® (CPWA®) designations—credentials that reflect her deep expertise and commitment to excellence.
Trish works collaboratively with her team and clients to build comprehensive, long-term wealth management strategies. Her planning process breaks down financial goals into three key areas: Liquidity, Longevity, and Legacy. This framework helps clients understand their financial picture and make informed decisions with purpose and peace of mind.
Known for her thoughtful approach and passion for education, Trish takes time to ensure clients feel empowered and engaged throughout the planning process. Her ability to simplify complex financial concepts fosters trust and lasting relationships.
Originally from Minnesota, Trish graduated from Luther College in Iowa with a double major in Business Management and German, and a minor in International Studies. She’s called Colorado home since 2005 and is actively involved in her local community.
Outside of work, Trish enjoys trail running, biking, baking chocolate chip cookies, reading, and spending time with her two energetic English pointer puppies and her adventerous significant other, David.
CA insurance license 0H32840, MN insurance license 20566430
Personal & Community
Education
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Wealth Planning Associate
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Wealth Planning Associate
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Client Associate
Cindy is service-oriented, attentive, and caring. She has over 30 years of industry experience and is passionate about helping clients. Her goal is to always treat you as her top priority, and work diligently to quickly attend to your needs. She takes pride in building trusted relationships with every client at Inspired Wealth Management.
Cindy serves as the point person to help clients with new accounts, asset transfers, online access, navigating statements, and all other administrative account issues. She's committed to providing the highest level of service.
In her free time, Cindy loves spending time with her amazing daughter and her three pups.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Client Associate
Cindy is service-oriented, attentive, and caring. She has over 30 years of industry experience and is passionate about helping clients. Her goal is to always treat you as her top priority, and work diligently to quickly attend to your needs. She takes pride in building trusted relationships with every client at Inspired Wealth Management.
Cindy serves as the point person to help clients with new accounts, asset transfers, online access, navigating statements, and all other administrative account issues. She's committed to providing the highest level of service.
In her free time, Cindy loves spending time with her amazing daughter and her three pups.
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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