John Miller, CPFC®

Account Executive

John is an account executive for the firm, providing one-on-one investment consultations to retirement plan participants. He earned a BBA from UW-Whitewater and holds the Investment Adviser Representative license (Series 65). He is a member of both the American Institute of CPAs (AICPA) and the Wisconsin Institute of CPAs (WICPA). Prior to joining Spectrum Investment Advisors, John worked in public accounting for 10 years, followed by 27 years as the Controller for PBBS Equipment Corporation.

John is married with three children and lives in Richfield, WI. John and his wife have been blessed with three grandchildren so far. While not working with clients John enjoys reading and outdoor activities, yardwork and bicycling. He is committed to raising funds for research to find a cure for Multiple Sclerosis by riding in the annual Bike MS: Best Dam Bike Tour.

 

CPA, Certified Public Accountant, a designation given by the American Institute of Certified Public Accountants.

CPFC®, The Certified Personal Finance Counselor® provides professional development and training for those working with consumers in a one-on-one setting.  Certification ensures that individuals have been trained and tested in counseling skills and the fundamentals of personal finance management.
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