Laura Anne Miller, Executive Director
(see
LinkedIn profile for more details & referrals)
Laura’s career spans more than 25 years. In that time, she has worked as a trust officer and investment manager for major financial institutions. For sixteen years, she was a financial planner and strategic partner with Waller Financial Planning Group, Inc. As a personal advisor to high net worth individuals and to non-profit organizations, she designed comprehensive plans that implement a custom set of tools for clients to achieve their lifestyle and legacy aspirations. She is an affiliate member of the Association of Fundraising Professionals.
Throughout her career, she has maintained relationships with individuals, small businesses, and not-for-profit organizations in focused advisory capacities that capitalize on the skills, knowledge and experience she has in succession planning, planned giving, and philanthropy.
As part of the Waller Financial team, she cultivated an attitude toward philanthropy that facilitated the creation of over $60 million to philanthropic ventures.
