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. An avid learner, Miller obtained his CFP® designation and a certification in Blockchain and Digital Assets from DACFP. He’s also an Enrolled Agent through the IRS which helps him provide tax planning & advice for clients. Miller began his career as a financial planner in Vanguard’s High Net Worth division. He graduated from Clemson University with a Financial Management degree with a concentration in Financial Planning. He also holds a Masters 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 as a Financial Mentor for 3rd Decade, a non-profit group designed to guide people in their 20s and 30s as they begin their financial lives. He also serves on the Board of the Triangle’s Financial Planning Association.

Outside the office, you’ll find him on the lake or golf course enjoying time with family and friends.