Kristopher D. Miller, CPA, PFS

Director of Advanced Planning at Lexington Financial Life Management
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Contact Information
us****@****om
(386) 825-5501
Location
Nashville Metropolitan Area

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Bio

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5.0

/5.0
/ Based on 2 ratings
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Clint Smart

Kris is an ultimate professional that will be there when you need him. He knows his stuff. He is the guy you want on your team. Thank you!

Dave Lowrance

I simply cannot express the value I have in Kris. He is always responsive, extremely knowledgeable and easy to work with. I have a great deal of faith in Kris and would love to work with him again in the future.

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Experience

    • Financial Services
    • 1 - 100 Employee
    • Director of Advanced Planning
      • Jun 2018 - Present

      As a client, you will experience what matters most to me - a personal relationship. In order to serve you best, I will get to understand you and what is most important in your life and the role your work or business plays. Long-term relationships with my clients is critical in effective planning and consulting through life events together. My service revolves around establishing a plan to help you met your goals through extensive tax and financial planning. You will experience your annual tax return more as a report card of how well we did in planning than a surprise at the end of the year. Show less

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Treasurer, Board Member
      • Mar 2010 - Present

      Board member of non-profit organization providing solutions to homeless men in Nashville, TN. Chair of finance subcommittee. Board member of non-profit organization providing solutions to homeless men in Nashville, TN. Chair of finance subcommittee.

Education

  • Lipscomb University
    Professional Accountancy
    2003 - 2006
  • Lighthouse Christian School Antioch, TN
    1993 - 1996

Community

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