Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

W Bruce Miller, MBA, CFP®, AIF®, CPFA

Founder & President

(801) 701-2345

W. Bruce Miller has been in the financial services industry for nearly a quarter of a century. In his early career, he worked for companies that include WordPerfect, Novell, and EDS. He has served as a chief executive at Utah’s...

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Mary Miller, BA Communications

Founder & CXO

(801) 701-2345

Mary is a driving force behind client satisfaction and success at The Professional Financial Company. She guides insightful strategic and tactical decisions with a focus on client outcomes. Mary brings more than 25 years of leadership...

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Brennon S Bowen, CFP®, AIF®, CPFA

Vice President

(801) 701-2345

Brennon has an exceptional breadth and depth of experience with several wealth management firms, including Fidelity Investments, Arista Wealth Management and Andina Family Offices. After double majoring in personal financial planning...
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David C Kleinman, CFP® CANDIDATE, AFC®, CPFA

Associate Advisor

(801) 701-2345

David first started working in finance in 2016 and has since graduated from UVU in personal financial planning with a minor in business administration and management. He has received the AFC® (Accredited Financial Counselor) and...
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Our Journey