Miller Hoffman, CFP^®, EA

Vice President, Client Experience

Miller shares TradeWinds’ vision of being a place for judgment-free learning while recognizing the true worth (not just net worth) of everyone. Miller is a proud CERTIFIED FINANCIAL PLANNER™ along with being certified as an Enrolled Agent through the IRS, which helps him provide tax planning for clients. Miller began his career as a financial planner in Vanguard’s High Net Worth division in Charlotte, NC. He graduated from Clemson University with a Financial Management degree with a concentration in Financial Planning. He also holds a Master’s in Personal Financial Planning from Kansas State University with an emphasis on Behavioral Finance. Miller believes in using his talents to give back – he serves on the Board of the Financial Planning Association of the Triangle. He also serves on the Board of Life Experiences, a non-profit group that supports adults with disabilities. Miller regularly attends Providence Church in Raleigh.

Outside the office, you’ll find him on the lake or at a local dog park with Mac (his Black Lab).