Jeffrey S. Miller AWMA®, AIF®, MAcc, NSSA
Managing Member | Advisor | CCO
Jeff is a co-founder and Managing Member of Courage Korving Miller Partners. Jeff services families, trusts, and business owners as their financial planner and portfolio manager.
Jeff 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, Jeff serves as an independent consultant for many plan sponsors to provide an assessment of current plan design, 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 manager firm, Jeff worked in the finance organizations of IBM and the Duke University Health System.
Jeff graduated from Virginia Tech where he received his Bachelor of Science degree, Cum Laude, in Biochemistry and his Master of Accountancy. Jeff has received his Accredited Wealth Management Advisor credential from the College for Financial Planning and his Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™.