Building and solving financial puzzles is Kelly Miller's passion. She began The Oak Tree Group in September of 1990, and continues to devote her life to helping her clients realize their financial dreams and desires. Kelly has a special talent for instinctively understanding her clients' needs; pairing that understanding with a drive to offer the best strategies is where she shines as a financial advisor.
Among Kelly’s specialties are working with executives on their corporate plans; women’s financial issues; retirement planning; wealth accumulation and legacy planning. She also has extensive knowledge working with ministers and their unique tax opportunities.
She earned her Master of Science in Finance from Georgia State University in 1983 and continues to expand upon her knowledge. Having worked with hundreds of families, she has practical experience with all types of life events and how they may impact your own financial plan. She likes to consider all of life’s “What Ifs” in putting together each client specific plan. As an avid student, she continues to attend industry conferences to stay abreast of market trends, ideas, and opportunities.
She has been active in her local community serving on professional and civic boards. She continues to support organizations that align with her desire to help others and make a positive difference in the world.
Anyone who knows Kelly knows that she is from a large family and loves to spend time with them. She also enjoys traveling, Wordle and Pickleball.