Jeff Miller

Jeff Miller

Founder at Courage Miller Partners LLC

Finance
Consumer Services
Health Services

Profile

Mr. Jeffrey S.
Miller is a Managing Member at Courage Miller Partners LLC.
He is also a Co-founder of the firm.
He serves Families, Trusts, and business owners as their Financial Planner and Investment Portfolio Manager.
He is also a Retirement Plan Consultant serving as a Fiduciary to retirement plans across multiple industries including health care, legal services and construction.
In addition to ongoing retirement plan engagements, he serves as an independent consultant for many plan sponsors to provide an assessment of current plan design and structure and Fee Benchmarking to evaluate current costs for plans based on current service providers and plan format.
Prior to entering the Financial Services industry in 2007 with a Global Wealth Management and Investment Banking Firm, Mr. Miller worked in the finance organizations of IBM and the Duke University Health System.
He graduated from Virginia Tech where he received his Bachelor of Science degree, Cum Laude, in Biochemistry and his Master of Accountancy.
He has received his Accredited Wealth Management Advisor credential from the College for Financial Planning and his Accredited Investment Fiduciary (AI) Designation from the Center for Fiduciary Studies.

Jeff Miller active positions

CompaniesPositionStart
Founder 2008-08-07
All active positions of Jeff Miller

Former positions of Jeff Miller

CompaniesPositionEnd
Corporate Officer/Principal -
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Training of Jeff Miller

Virginia Polytechnic Institute & State University Graduate Degree

Experiences
Positions held

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Private companies

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Connections

99

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3

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Linked companies

Private companies2

Finance

Health Services

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