Kathleen Miller, CTFA

Vice President, Wealth Development Consultant

Kathleen has been in the financial services industry for nearly 20 years.  She received her undergraduate degree in Mathematics Education with a minor in Physics.  She went on to obtain her MBA and graduated from Canon Trust School, ultimately receiving her CTFA designation. Kathleen’s professional affiliations include chairing various fundraisers that ultimately raised $1.3 million that benefited various organizations and non-profits in the Northern Virginia area.  Kathleen also served as a member of the Board of Directors for the ARC of Northern Virginia’s Foundation, which oversees the special needs trust management services, serves as a source of financial support to the ARC and manages an investment portfolio to support the ARC and fundraising activities.