My Name is Jacob Miller, Financial Advisor. Before this career, I spent over a decade as a business owner and Professional Engineer, building and eventually exiting a multi-office engineering firm. That experience shaped my belief that personal and business planning are inseparable—and that most owners don’t get the guidance they need. I understand that as the owner of a small business it is all personal.
Today, I help business owners align their personal, business, and financial goals so they can protect what they’ve built and prepare for what comes next. As a Certified Exit Planning Advisor, I understand the strategic and emotional challenges of owning and transitioning a business.
My role is to bring clarity and structure to your decisions, ensuring your business supports the life you want—now and in the future.