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Kevin Miller

Relationship Manager, CPA, CFP®, CPWA®
Kalamazoo Wealth Management

Experience

As a relationship manager with Plante Moran Financial Advisors' Drive team, I specialize in financial planning services for individuals and families in the wealth accumulation phase of their lives. My clients are interested in developing a financial plan that will identify their goals, provide feedback on their progress, and ultimately help them reach financial independence. I help clients maximize their financial potential through developing savings behaviors, implementing debt reduction strategies, understanding their cash flow, determining proper investment allocations, minimizing their taxes, and maximizing their balance sheet — all with the goal of reaching financial freedom.

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Specializes In

We’re big fans of Walt Disney World in our house. In fact, my daughter, Lily, and I are two-time defending champions of the Disney Springs dance competition.

Additional Thoughts

Consumer sentiment slips to lowest level this year
Jim Baird Wealth Management
Blog August 17, 2018 1 min read
Market perspectives
Jim Baird Wealth Management
Article August 17, 2018 4 min read
Construction, the economy and the outlook for Michigan
Jim Baird Wealth Management
Podcast August 16, 2018 9 min listen
Retail sales up strongly in July
Jim Baird Wealth Management
Blog August 15, 2018 2 min read