Your future. Your legacy.

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Mike Miller is a Financial Advisor and Co-Founder of Miller Wealth Management. Mike has been named to the 2025 Forbes Best-in-State Wealth Advisors list. The Forbes rating is is complied by Shook Research and awarded annually in between June and September based on information from a 12 month period ending in March of the award year. Eligibility is based on quantitative factors and are not necessarily related to the quality of the investment advice. With over three decades of experience guiding clients through life’s financial transitions, Mike brings seasoned perspective, steady leadership, and a deep commitment to stewardship. He specializes in values-aligned advising – integrating investment strategies, estate planning, and legacy design into a cohesive plan rooted in each client’s vision for their family and future.

For Mike, wealth management has never been about transactions, it’s about trust. It’s about walking with families across seasons, helping them make decisions that honor both where they’ve come from and where they’re going. It’s about legacy lived out every day, in ways both seen and unseen.

Mike began his career in the financial services industry in 1988 after six years playing professional baseball in the Kansas City Royals organization. A former collegiate athlete at Washington State University, he studied Business Administration and Economics before trading the ballfield for the boardroom. He launched his advisory career with Piper Jaffray Hopwood in Minneapolis, which eventually became UBS Financial Services. More than 35 years later, Mike continues to serve many of the same families that entrusted him from the beginning—proof of the enduring trust he’s built over time.

As a founding member of Miller Wealth Management, Mike provides values-aligned investment strategies and generational planning solutions for individuals, families, and business owners. His approach is rooted in a simple, but powerful goal: to enhance the lives of his clients and their families through thoughtful planning, disciplined investing, and principled stewardship. He is FINRA registered and holds Series 7, 63, and 65 securities licenses, along with licenses in life, health, accident, long-term care, and annuities.

Mike and his wife, Ann, are the proud parents of five adult children and the joyful grandparents of six grandchildren. They split their time between Minnesota, North Carolina, Arizona, and California – wherever they’re most needed for backyard baseball, bedtime stories, or a helping hand. Mike remains actively involved in teaching at church, mentoring young leaders, serving on ministry boards, and pouring into the next generation through coaching and community. Whether he’s working on a project with his John Deere, spending time outdoors, or catching a quiet moment on the porch, Mike’s life is rooted in faith, family, and service.

• Forbes Best-in-State Wealth Advisors, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• UBS Wealth Management Chairman’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• Washington State University, Bachelor of Business Administration: 1983

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• AR
• AZ
• CA
• CO
• FL
• GA
• IA
• IL
• IN
• KS
• MA
• MI
• MN
• MO
• MS
• NC
• ND
• NJ
• NM
• NV
• NY
• OH
• PA
• SC
• TN
• TX
• VA
• WA
• WI

Drew Miller is a Financial Advisor and Co-Founder of Miller Wealth Management at UBS Financial Services. He works with families in transition, business owners considering what comes next, and people whose financial lives have outgrown simple answers.

Most of his conversations start with one question: what story do you want your wealth to tell?

Much of his work begins where a decision stops being only about money. A family deciding how much to hand down, and when. An owner weighing an offer for the business he built. A couple who cannot agree on what enough looks like. Drew’s role is to slow those moments down, put the tradeoffs in plain view, and keep the plan tied to what a family wants rather than what is easiest to model.

His process starts with understanding what is already in place, where the gaps are, and which decisions matter now. From there, he brings investments, estate planning strategies, business succession, and the decisions connecting them into one plan that can evolve as life changes.

He earned his Certified Exit Planning Advisor designation for exactly that kind of transition: one involving a family, a business, and a life on the other side of it.

Drew began his career in 2019 as a Client Service Associate and later completed UBS’s Financial Advisor Training Program. In 2022, he partnered with his father, Mike, to launch Miller Wealth Management. He also invests time in emerging professionals, helping them build careers around communication, trust, and more than the numbers.

He is FINRA registered and holds Series 7 and 66 securities licenses, along with life, health, accident, long term care, and annuity licenses.

A former collegiate baseball player, Drew earned his degree in Entrepreneurship from the Schulze School at the University of St. Thomas. That entrepreneurial mindset still shapes how he approaches the work. He is naturally drawn to complex problems, new ideas, and the question of whether there might be a better way to solve something. For business owners and entrepreneurs, that means working with someone who appreciates that the path forward rarely fits neatly into a template. Drew believes the strongest strategies should be technically sound and deeply personal, reflecting the story, priorities, and purpose of the family they are built to serve.

Originally from Minnesota, Drew and his wife, Abby, live in Charlotte with their six young children. Their home is loud, full, and meaningful. Whether he is coaching tee ball or walking a client through a pivotal decision, he keeps coming back to the same question: if your home is a museum of memories, what portrait are you painting?

The point is not only to build something valuable. It is to be intentional about what all of it is for.

• Forbes Best-in-State Wealth Management Teams, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• University of St. Thomas, Bachelor of Arts - Entrepreneurship: 2013 - 2017

• Certified Exit Planning Advisor

Cheree Stauffer is a Client Associate at Miller Wealth Management and serves as the steady hand behind the scenes, ensuring that operations run with precision and purpose. Passionate about continuous improvement, Cheree plays a key role in project management, data integrity, and team alignment, confirming that nothing falls through the cracks and that every detail is handled with care. 

Cheree partners closely with each team member to align day-to-day operations with the firm’s long-term vision. She enjoys serving both the team and clients, consistently committed to creating an environment where people feel supported, heard, and valued. She believes that operational excellence is not just about the processes, it is empowering others to succeed and building trust at every touchpoint.

Graduating from Winthrop University with her MBA, she has spent her career identifying bottlenecks, designing solutions, and executing initiatives that enhance team performance and client satisfaction. She is driven to refine processes, eliminate inefficiencies, and create systems that allow the team to focus on what matters most- serving the clients with excellence.

• Winthrop University, MBA - Business Administration: 2021 - 2022
• Winthrop University, BBA - Healthcare Administration: 2018 - 2021

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Michele Romano is a Client Associate with Miller Wealth Management, a Forbes Best-in-State Wealth Management team. As the digital strategy & systems specialist on the team, she plays a key role in ensuring the team operates smoothly and efficiently, blending a proactive mindset with a sharp eye for detail. Michele’s behind-the-scenes expertise allows the advisors to stay focused on delivering exceptional service, while she manages the moving parts that keep the practice running at its best.

She thrives in collaborative environments and is known for being a dependable resource the team can count on – especially when navigating shifting priorities or refining internal processes. Michele brings many years of financial services experience and a strong commitment to excellence, always working to elevate the client experience and the team’s overall performance. She is skilled at anticipating needs before they arise, ensuring projects and client requests move forward without delay. Her ability to connect the dots between people, processes, and priorities makes her a vital link in keeping the team aligned and effective.

A champion for innovation, Michele is passionate about exploring and implementing digital tools that simplify workflows, reduce friction, and help the team work smarter. She enjoys mastering new systems and finding practical, impactful ways to integrate them into daily operations in support of the team’s shared goals. Michele also takes the lead in training and supporting others in using these tools, creating efficiencies that benefit both the team and the clients they serve. She finds immense joy in guiding clients through complex technological challenges – turning potential frustrations into smooth, empowering experiences that build confidence and trust. Her curiosity and adaptability allow her to bridge the gap between technology and people, ensuring solutions are not only implemented but embraced.

• Palm Beach State University, AA - Business Administration
• South University, AS - Physical Therapist Assisting: 2015

Michael Miller is a Client Associate with Miller Wealth Management. Calm, dependable, and attentive to detail, Michael assists clients and the team through responsive communication, meeting preparation, organization, and ongoing account service. He approaches each request thoughtfully, gathering relevant information and coordinating with the appropriate team members to help create an organized and responsive client experience.

Growing up around wealth management, Michael developed an early appreciation for the meaningful role a wealth management team can play in the lives of individuals and families. Joining Miller Wealth Management was especially important to him. As the youngest of five children, he values the opportunity to work alongside his brother, Drew, and his father, Mike, while contributing to a team built on integrity, hard work, and personal service.

Michael earned a bachelor’s degree in business with an emphasis in finance from Bethel University. His education complements the organized, thoughtful approach he brings to his client service responsibilities and his work with the team.

Originally from Minnesota, Michael and his wife, Katelyn, now live in Charlotte, North Carolina, with their golden retriever, Hank. Outside the office, he enjoys pickleball, cribbage, and spending time with family.

• Bethel University, BA - Business: 2023 - 2026

Peyton Williams is a Client Associate with Miller Wealth Management. He supports the team’s client service responsibilities and contributes to research, financial planning, technology, and strategic initiatives. He is particularly interested in financial markets and the responsible use of technology to support the team’s work and create an organized, responsive client experience.

Peyton joined Miller Wealth Management as an intern in 2026 and subsequently continued with the team as a Client Associate while completing his undergraduate studies. He holds the Accredited Asset Management Specialist™ (AAMS®) designation and has passed the Securities Industry Essentials (SIE) and Series 66 examinations.

Peyton is completing a double major in Economics and Religious Studies at Grinnell College. His study of economics has strengthened his understanding of markets, data, and financial decision-making, while religious studies has encouraged him to think deeply about values, purpose, and stewardship. Together, these disciplines have shaped his appreciation for both the analytical and personal dimensions of wealth management.

Outside of work, Peyton is a two-time captain and middle linebacker for the Grinnell College football team. His experience as a collegiate athlete has reinforced the importance of preparation, accountability, leadership, and teamwork, qualities he brings to his role at Miller Wealth Management.