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Through his experience in the financial services industry, Miles has developed his knowledge of assisting individual clients with setting financial retirement goals and creating actionable plans to reach them. As a Retirement Plan Advisor, Miles is entrusted with servicing retirement plan participants, as well as providing additional financial services. Prior to joining Schneider Downs, Miles served 3 years as an Intelligence Officer with the United States Marine Corps and remains in the Reserves.
Miles lives in downtown Pittsburgh, PA. He enjoys fitness, playing golf, and spending time with his family and friends.
Certified Plan Fiduciary Advisor
B.S. in Finance and Marketing, University of Pittsburgh
Intelligence Officer, United States Marine Corps Reserve
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Email us: sdwealthmanagement@schneiderdowns.com
Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
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