Managing Director
Senior Portfolio Manager
My Story and Services
The story of The Miller Group, which started in 1981, is one of continual innovation and a single-minded dedication to the highest of standards. Our team has, for over 40 years, provided investment advice to clients by combining friendliness and efficiency with world-class investments.
Since taking over the practice as the lead Financial Advisor, Jeff Miller has been honored by Forbes Magazine as one of "America's Top Next Generation Wealth Advisors" in 2018, 2019, and 2021; Forbes "Best-in-State Wealth Advisors" in 2022, 2023, 2024, and 2025; and Forbes "Best-in-State Wealth Management Teams" in 2024 and 2025. Jeff was promoted to Managing Director of Wealth Management in 2026 at UBS Financial Services.
2018, 2019, 2021 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018, 2019, 2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2022, 2023, 2024, 2025 Forbes Best-In- State Wealth Advisors. Source: Forbes.com (Awarded 2022, 2023, 2024, 2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2024 and 2025 Forbes Best-In- State Wealth Management Teams. Source: Forbes.com (2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
NMLS: #1261771
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Managing Director
Senior Portfolio Manager
My Story and Services
The story of The Miller Group, which started in 1981, is one of continual innovation and a single-minded dedication to the highest of standards. Our team has, for over 40 years, provided investment advice to clients by combining friendliness and efficiency with world-class investments.
Since taking over the practice as the lead Financial Advisor, Jeff Miller has been honored by Forbes Magazine as one of "America's Top Next Generation Wealth Advisors" in 2018, 2019, and 2021; Forbes "Best-in-State Wealth Advisors" in 2022, 2023, 2024, and 2025; and Forbes "Best-in-State Wealth Management Teams" in 2024 and 2025. Jeff was promoted to Managing Director of Wealth Management in 2026 at UBS Financial Services.
2018, 2019, 2021 Forbes America’s Top Next-Gen Wealth Advisors & Top Next-Gen Wealth Advisors Best-in-State (formerly referred to as Forbes America's Top Next-Gen Wealth Advisors, Forbes Top 1,000 Next-Gen Wealth Advisors, Forbes Top 500 Next Generation Wealth Advisors)
Source: Forbes.com (Awarded 2018, 2019, 2021). Data compiled by SHOOK Research LLC based on 12-month period concluding in Mar of the year the award was issued.
2022, 2023, 2024, 2025 Forbes Best-In- State Wealth Advisors. Source: Forbes.com (Awarded 2022, 2023, 2024, 2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
2024 and 2025 Forbes Best-In- State Wealth Management Teams. Source: Forbes.com (2025). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
NMLS: #1261771
Credentials
Our advice is comprehensive. We help diverse clients in a broad range of areas, including:
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER
A global view
Laura was born and raised in Cologne, Germany. In 2015, she moved to the United States and began her career in the financial services industry.
With a deep understanding of wealth management, Laura supports her colleagues at The Miller Group at UBS in helping the team’s clients reach their financial goals.
Being bilingual in German and English, Laura is a true aid in international client work. She brings a passion for service to all that she does, having held a number of previous positions in which customer service and relationships are paramount.
EXPERIENCE
– Registered Client Associate, UBS Private Wealth Management, 2022 – present
– Financial Solutions Advisor II, Merrill Edge, 2020 – 2022
– Financial Advisor Development Program Relationship Manager, Merrill Edge, 2019, 2020
– Service Manager, Wells Fargo, 2016 – 2019
– Sales Representative, Germany, Modeservice West GmbH, 2013, 2014
EDUCATION & CREDENTIALS
– B.S., Finance, Penn State University, 2020
– Series 7 and 66 securities licenses
- CERTIFIED FINANCIAL PLANNER®
Laura enjoys spending time with her husband and daughter. Together, they can be found playing tennis, going on hikes and traveling the world.
Credentials
Senior Wealth Strategy Associate
CERTIFIED FINANCIAL PLANNER
A global view
Laura was born and raised in Cologne, Germany. In 2015, she moved to the United States and began her career in the financial services industry.
With a deep understanding of wealth management, Laura supports her colleagues at The Miller Group at UBS in helping the team’s clients reach their financial goals.
Being bilingual in German and English, Laura is a true aid in international client work. She brings a passion for service to all that she does, having held a number of previous positions in which customer service and relationships are paramount.
EXPERIENCE
– Registered Client Associate, UBS Private Wealth Management, 2022 – present
– Financial Solutions Advisor II, Merrill Edge, 2020 – 2022
– Financial Advisor Development Program Relationship Manager, Merrill Edge, 2019, 2020
– Service Manager, Wells Fargo, 2016 – 2019
– Sales Representative, Germany, Modeservice West GmbH, 2013, 2014
EDUCATION & CREDENTIALS
– B.S., Finance, Penn State University, 2020
– Series 7 and 66 securities licenses
- CERTIFIED FINANCIAL PLANNER®
Laura enjoys spending time with her husband and daughter. Together, they can be found playing tennis, going on hikes and traveling the world.
Credentials
Senior Registered Client Associate
Diana began her career in the financial services industry in 2011. She earned her bachelor’s degree in Marketing Management from WGU in 2022. Prior to working with The Miller Group at UBS, Diana was a Financial Center Assistant Manager at Bank of America. In her free time, she enjoys baking, watching movies, going on walks, and spending time with her daughter Isabella and their dog Russel. Fun fact, Diana grew up in Lima, Peru, and she is fluent in Spanish.
EDUCATION & CREDENTIALS
– B.S., Marketing Management, WGU 2022
– Series 7 and 66 securities licenses
Senior Registered Client Associate
Diana began her career in the financial services industry in 2011. She earned her bachelor’s degree in Marketing Management from WGU in 2022. Prior to working with The Miller Group at UBS, Diana was a Financial Center Assistant Manager at Bank of America. In her free time, she enjoys baking, watching movies, going on walks, and spending time with her daughter Isabella and their dog Russel. Fun fact, Diana grew up in Lima, Peru, and she is fluent in Spanish.
EDUCATION & CREDENTIALS
– B.S., Marketing Management, WGU 2022
– Series 7 and 66 securities licenses
Client Associate
Kelley has lived in the Seattle area since 1984. She grew up in Bellevue, and attended Forest Ridge School of the Sacred Heart. She spent many years as an elite rower for Portage Bay Rowing.
She earned her Bachelor’s degree from St. Mary’s College of California.
Prior to working with The Miller Group at UBS, she planned corporate events. She worked as an Event Manager at CRG Events and as a Public Relations Manager at Neiman Marcus Group. Kelley planned and managed large-scale events for companies such as Microsoft and The Bill and Melinda Gates Foundation. Kelley now uses these skills to make sure that The Miller Group’s clients have a phenomenal client experience.
Kelley is married to Jeff Miller. They live in Mercer Island and have 2 children. In her free time, Kelley enjoys tennis, cooking, traveling, and spending time with her family.
Client Associate
Kelley has lived in the Seattle area since 1984. She grew up in Bellevue, and attended Forest Ridge School of the Sacred Heart. She spent many years as an elite rower for Portage Bay Rowing.
She earned her Bachelor’s degree from St. Mary’s College of California.
Prior to working with The Miller Group at UBS, she planned corporate events. She worked as an Event Manager at CRG Events and as a Public Relations Manager at Neiman Marcus Group. Kelley planned and managed large-scale events for companies such as Microsoft and The Bill and Melinda Gates Foundation. Kelley now uses these skills to make sure that The Miller Group’s clients have a phenomenal client experience.
Kelley is married to Jeff Miller. They live in Mercer Island and have 2 children. In her free time, Kelley enjoys tennis, cooking, traveling, and spending time with her family.
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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