Jim is dedicated to advise and serve UECU’s members throughout the U.S. He helps his clients achieve their financial dreams through personalized investment planning and strategies. His personal philosophy is deeply rooted in relationships, and he believes the key to being successful is by truly listening to his clients and getting to know them on a personal level to understand their financial concerns.
Jim is a graduate of Bloomsburg University; he has also attained the designation of Chartered Retirement Planning CounselorSM, CRPC, from The College for Financial Planning®. He has been in the financial services industry since 2007 with previous roles at Karr Barth Associates, M&T Bank, and M&T Securities. Jim resides in Sinking Spring, PA, with his wife Carol. They have two daughters, Danielle and Allie. The Miller family enjoys biking, hiking, music, and traveling to new places throughout the U.S. and abroad.