W Bruce Miller MBA, CFP®, AIF®, CPFA
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 largest independent bank; president of a financial start-up that experienced a successful acquisition; and president, chief operating officer and senior advisor for other firms.
Bruce founded The Professional Financial Company because he repeatedly saw two troubling things in the financial planning industry: services that catered only to wealthy clients instead of those across all socio-economic backgrounds, and advisors that failed to fulfill their fiduciary duties with utmost integrity. As a Certified Financial Planner™ Professional, Bruce and his team bring world-class service to all of their customers with a promise to work in the client’s best interests.
Mary Miller BA Communications
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 experience in small business & finance. She currently serves as chair for a scholarship board working in conjunction with the Utah Valley University Foundation.
In addition to PROFi, Mary has extensive experience leading organizational transformations, leadership development, client services, and HR operations. Mary received a BA in communications with a public relations emphasis from Brigham Young University and manages a private finance company while co-founding The Professional Financial Company with her husband Bruce. Mary is a Utah native and lives with her husband and daughter in Highland, Utah.
Brennon S Bowen CFP®, AIF®, CPFA
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 and accounting, Brennon returned to Utah Valley University where he is a master's student studying financial planning and analytics. He is passionate about helping clients from all walks of life reach their financial goals and create enduring family legacies.
David C Kleinman CFP® CANDIDATE, AFC®, CPFA
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 CPFA (Certified Plan Fiduciary Advisor) designations and has passed the CFP® (Certified Financial Planning) test. His goal is to help people learn to make money work for them, and to ease the stress of managing finances.