About Brad - Shelton, WA

Bradley L. Miller, CLU, ChFC, RICP

Founding Principal

With over 13 years of experience in the financial services industry, I bring a depth of knowledge and a commitment to helping individuals and families navigate their financial journeys with confidence. My approach is rooted in a comprehensive understanding of wealth management, developed through years of hands-on experience and advanced training.

I hold the Chartered Life Underwriter (CLU®) designation, equipping me with specialized expertise in life insurance and estate planning. As a Chartered Financial Consultant (ChFC®), I take a holistic approach to financial management, offering tailored strategies across investment planning, retirement preparation, estate preservation, and risk management. Additionally, I hold my Retirement Income Certified Professional (RICP®) designation, focusing on helping clients transition into retirement with a sustainable income strategy designed to last.

Whether you're planning for the future, managing current assets, or navigating life’s financial complexities, I’m here to provide clarity, confidence, and a personalized plan to help you reach your goals.

Awards and Distinctions

Brad joined New York Life in 2012. He qualified for the prestigious Executive Council his first three years, and Presidents Council* his 4th year. In 2015, Brad was awarded Associate of the Year and became affiliated with Eagle Strategies as a Financial Advisor.

Brad was promoted to the Development Manager role and was elected to the Development Manager Advisory Council (DMAC) in 2022 and served as DMAC President in 2023. Brad earned the Development Manager achievement award in retention for three years in a row.

^{*Awarded by New York Life Insurance Company for outstanding sales achievements. Council is an annual company recognition program based on agent production from July 1- June 30.}

More about Brad

Brad and his family live on beautiful Totten Inlet in his home town of Shelton, Washington.

Brad graduated from Gonzaga University in 2001 with a degree in Business Administration with a concentration in marketing.

Brad is a world traveler. He spent a year of high school in Germany, a year of college in Italy, and 2 years after college in Benin West Africa as a Peace Corps volunteer.