Miles Johnson

CFP^®

Wealth Advisor, Director

After a few years in the supply chain industry, Miles Johnson began his financial planning career to help individuals and families build a road map to achieve and/or maintain financial independence. Growing up infatuated watching his father run a Venture Capital Firm and being exposed to entrepreneurship and investing at an early age helped shape Miles’ perspective on the importance of strong business and investment principles. It was not until his early adult life when Miles’ family experienced financial challenges did he understand the true value of planning and risk management. Since those early challenges, Miles has made it his life’s mission to prevent the individuals and families he works with from experiencing those same challenges by proactively planning.

Miles received his bachelors degree in business management from National-Louis University and is a CERTIFIED FINANCIAL PLANNER^® professional. Together, with his wife, Cassandra, and three children, Miles enjoys traveling to bucket list destinations, lake-side activities, and Friday Family Fun Nights. In his personal time, Miles is an avid golfer who enjoys reading and working out.