Kelly Miller

VP of Operations & Tax Strategist

As the Vice President of Operations, Kelly Miller effectively manages the firm’s operations, office management, and accounting functions. With 30 years of expertise in accounting, administration, and customer service, Kelly excels in managing accounting and tax operations and provides valuable support in business planning. Her additional role as a Tax Strategist allows her to work closely with clients, designing tax plans that ensure long-term financial security and maximize savings.

Hilton 50+ person Back-Office Support Group (HSG)

Kelly also manages the Hilton Back-Office Support Group (HSG), a team that enhances the firm’s ability to engage efficiently with clients. The HSG provides expert support, products, and services to the company, ensuring direct client communication and access to best-in-class financial products and services.