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| Overview
| Preferred Partners |
| Utah Business Magazine | Investments |
| Wealth Management Strategies |
| Management and Corporate Officers
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The Staff of Miller
& Wade Financial Services
from left to right
Top Row – Ben Nielson, Brittany Macbeth, Kristi Lund,
Barbara Parker, Chad Bessinger
Middle Row – Scott Miller, Dan Paxman,
Craig Slack, John Buckley
Bottom Row – Brent Wade, Tyson Emmett,
Ron Wade, Ken Hostetter, Mark Summerill
Overview
 Miller
& Wade Financial Services is a diversified team of professionals in investments,
insurance, business and financial services. In each of these
areas, we have a specialist that can address virtually every
area of your personal or business life. One of our areas of
greatest influence has been in Employee Group Benefits.
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Preferred
Partners
Miller & Wade Financial Services has been in business
since 1987, servicing literally thousands of individual and
business clients. We have had the good fortune of being selected
by several state associations to be their preferred partner
for some of the services we provide. Here is a partial list
of some of these associations that have entrusted us to serve
their membership:
Utah
Information Technology Association (UITA)
Salt
Lake Chamber of Commerce
Provo/Orem
Chamber of Commerce
St. George Chamber of Commerce
Utah
Valley Home Builders Association
Utah County Association of Realtors
The Caddy
Group - We are members of the most elite business alliance
in Utah, the Caddy Group. This gives our firm access and our
clients as well, to some of the best attorneys, accountants,
real estate professionals, etc. in the area. Through this
alliance, our clients can receive preferential treatment from
top advisors in every category of their lives.
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Utah
Business Magazine
Our company was recognized in 2004 by Utah
Business Magazine as one of the leading providers of Employee
Group Benefits. The MillerWade Group
has been ranked in the top four each year since 2002.
Used by permission
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Investments
In the area of investments, we have an Investment Advisor
Representative on our team that can take any client from the
simplest to the most sophisticated investment and wealth management
strategies.
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Wealth
Management Strategies
 We
have been selected by Brilliant Exchange Corporation to author
their next booklet called "Brilliant Wealth Management Strategies".
This booklet, which will be part of their financial book series,
has not had an official release date set.
However, the first of this series is called
Brilliant Tax Strategies. This booklet can be obtained through
Miller & Wade at a discounted price of $9.95 (retail value
of $13.95).
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Management & Corporate Officers
| Brent
Wade
C.E.O.
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Education
- Assoc.
of Arts, Dixie College, Utah
- Bachelor
of Science, Brigham Young University
 Degree:
Financial Planning
Emphasis:
Income Tax & Estate Planning
- Life
Underwriter Training Council Fellow, L.U.T.C.F.
Honors
- Leaders
Club, Mass Mutual Life (9 of past 11 years)
- President's
Council - Oppenheimer Funds
- Top
Producer Award - 1999
- Member
of JUCO National Championship Basketball Team, 1985
(Dixie College)
- Western
Athletic Conf. Scholar Athlete, 1987 (BYU)
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| Scott
Miller
President & C.O.O.
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Education
- Assoc.
of Arts, Moorpark College, California
- Bachelor
of Science, Brigham Young University
Degree:
Financial Planning
Emphasis:
Income Tax & Estate Planning
- Life
Underwriter Training Council Fellow, L.U.T.C.F.
This Enrollment
- Registered Health Underwriter (RHU) Program
Honors
- Leaders Club, Mass Mutual Life Outstanding Production Award - IHC (1995-99)
- Board Member, Central Utah Assoc. of Health Underwriters (2003-current)
- Board Member, Provo/Orem Chamber of Commerce (2000-02)
- Member of IHC Health Plan Broker Advisory Committee (1995-current)
- Member of Altius Health Plans Broker Advisory Committee (2003-current)
- Member of UnitedHealthcare Broker Advisory Committee (2004-current)
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