Our People
Our in house team of experienced professionals can help build your wealth faster while saving you more time and money.
Kevin W Miller, CFP ®
Chartered
Financial Analyst Candidate, Level I
President
Kevin has been advising people since 1995. He has helped hundreds of people with their financial plans. Kevin concentrates on the needs of the self-employed as well as high-income families. His expertise is in the areas of financial planning and asset management for individuals, families, trusts and corporations. He has a strong grasp of advanced planning techniques and strategies. Kevin oversees the daily operations of Miller Management and has been instrumental in its growth and success. Kevin is also a Registered Representative of Mid Atlantic Capital Corporation, a registered Broker/Dealer Member NASD/SIPC as well as an Investment Advisor Representative with Mid Atlantic Financial Management, Inc. a Registered Investment Advisor. Kevin resides in Williamsburg, VA with his wife Carolyn and daughter Mackenzie.
Bill Kaufmann
William (Bill) Kaufmann is a highly experienced coach, consultant and executive. He has successfully managed and consulted businesses, from local Williamsburg family companies to national and international corporations. Bill's extensive business experiences span for-profit and non-profit organizations, in multiple industries, through all decision-making functions and business cycles: From turnaround, to strategic redirection, in mergers and acquisition, to accelerated growth. All of Bill's efforts are focused on increasing business effectiveness with strategies of high performance, business improvement and growth. Bills' approach is to identify blocks to performance then define strategies for clients to compete effectively in the changing marketplace.
A list of 25 local, national and international companies that Bill has coached or consulted to attain higher performance is available upon request. Bill and staff are available to visit interested decision-makers and their companies to assess potential value.
Locally, Bill has also provided coaching, consulting and teaching for William & Mary business majors and local companies needing consulting support and is currently Chairman of the Williamsburg Rotary Foundation.