Please fill in the form bellow for more information
First Name:
Last Name:
Phone:
Email:
Services:
 
   
 

| Overview | Preferred Partners |
| Utah Business Magazine | Insurance | Investments |
| Wealth Management Strategies |
| Management and Corporate Officers |

The Staff of Miller & Wade


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

rtttr

Overview

Miller & Wade Group 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.

Back to the top

Preferred Partners

Miller & Wade Group 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

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.

The Caddy Group Business Alliance

Back to the top

Utah Business Magazine

Our company was recognized in 2002 by Utah Business Magazine as one of the leading providers of Employee Group Benefits (see image below). The Miller & Wade Group was ranked #4 in 2001 and is currently #3 on the list.


Reprint Permission Pending

Click for larger view.

Back to the top

Insurance

In the area of insurance, we are currently one of a few companies that qualify as General Agents with IHC in the State of Utah. We have been recognized by IHC as one of their top performing agencies over the past decade. We have affiliates throughout the state of Utah to meet the health insurance needs of everyone. Aside from IHC, we are also top providers with Blue Cross Blue Shield, Altius and others.

Awards from IHC - Coming Soon

Back to the top

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.

Back to the top

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).

Back to the top


Management & Corporate Officers

Brent Wade
C.E.O.

Brent Wade

 

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.
  • Currently enrolled in Chartered Financial Consultant (ChFC) Program

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)

 

Scott Miller
President & C.O.O.

Scott Miller

 

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.
  • Currently enrolled in Chartered Financial Consultant (ChFC) Program

Honors

  • Leaders Club, Mass Mutual Life Outstanding Production Award - IHC (1995-99)
  • Board Member, Central Utah Assoc. of Life Underwriters (1992-95)
  • Board Member, Provo/Orem Chamber of Commerce (2000-02)
  • Member of IHC Broker Advisory Committee (1995-2000)

 

Ron Wade
Vice President of Business Development

Ron Wade

 

Education

  • Assoc. of Arts, Dixie College, Utah
  • Bachelor of Science, Utah State University
    1st Degree: Finance
    2nd Degree: Marketing
  • Masters, American School of International Management (Thunderbird)
    Degree: MBA - International Business

Honors/Experience

  • Four-year Athletic Scholarship (football)
  • Worked/traveled to: Asia, Europe, S. America, Central America, Caribbean, S. Pacific, Canada, Mexico
  • Former Corporate Director of International Business and Dir. of Marketing
  • Owned and Operated Business Consulting Practice (1999-2001)

 

 


MillerWade Group

Serving Utah, Salt Lake and Cache Valleys
801.377.1990
800.508.1144
Salt Lake City: 801.290.4753
St. George: 435.634.7333

Supervising Office:
Lincoln Financial Advisors
5373 S Green St., Suite 600
Salt Lake City, Utah 84123-4687
800.846.0115


Home  |  About Us  |  Contact Us  |  Forms & Resource
Investment Planning  |  Retirement Planning  |  Insurance Solutions
© Copyright 1998-2008 The MillerWade Group, All Rights Reserved. Your Privacy is always protected.

Disclosure: Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker dealer and registered investment advisor.
Advisory services offered through Lincoln Financial Advisors Corporation, a registered investment advisor
Insurance offered through Lincoln affiliates and other fine companies.

CRN0208-6143