Tracy Ann Miller CLU, ChFC, CFP ®

As CEO of Portfolio LLC, Tracy Ann Miller uses her considerable investment experience to guide investors to wealth and carefree retirement. After many years of investment management with InterSecurities and John Hancock, Tracy Ann spent over a decade with Charles Schwab before co-founding Portfolio Wealth Advisors with Lee Munson. Their goal to bring a fresh way to assist people in wealth growth and financial security makes the complexities of the investment market understandable. A few minutes with Tracy Ann and you know you are in capable hands. A few years with her, and you know you will live your life the way you have always dreamed.