Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Financial Planning for Small Business
  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Investments
  • Insurance
  • Charitable Giving Strategies
  • Tax Planning Strategies
  • Intergenerational Planning
  • Saving for Education
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies

Awards & recognition

  • Anita Miller, Ameriprise Circle of Success, 2018-2025
  • Ironstone Wealth Advisors, Ameriprise Client Experience Award, 2020-2025

Community participation

Our team believes in supporting the communities where we do business. We enjoy volunteering regularly with local nonprofits, serving on various boards and participating in nonprofit events and fundraisers.

Honored to receive recognition

All of us at Ironstone Wealth Advisors are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Ironstone Wealth Advisors team and the great experience we work so hard to provide for our clients every day.