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Miles joined Aspen in 2020. He is a CERTIFIED FINANCIAL PLANNER™ professional. Miles specializes in working with retirement-age individuals and professionals in their peak earning years, focusing on financial planning, investment management, and tax-efficient distribution strategies. Before joining Aspen, Miles worked at Plante Moran on their investment research team, where he focused on investment due diligence and portfolio construction. Today, he takes pride in building long-term relationships grounded in trust, transparency, and education — empowering clients to make confident financial decisions.
• BA of Business (Finance) and Economics from Calvin University
• CERTIFIED FINANCIAL PLANNER™ professional
What do you like to do in your spare time?
Outside of work, I’m usually outdoors or involved in sports—golf, slow-pitch softball, and indoor soccer are my go-tos. When I’m not playing, my wife and I enjoy exploring new gluten-free restaurants, getting outside for a walk, or catching a Detroit Tigers game.
What’s one item on your bucket list?
My goal is to go to all 30 MLB stadiums. 21 down, 9 to go!
What is one interesting fact about yourself that most people don’t know?
I played baseball in college, and one summer I lived in San Diego playing in a college league. Still to this day, San Diego is my favorite place to visit.
Favorite part of being a wealth advisor:
I love seeing clients confidently spend on the things they’ve always dreamed of — experiences or goals they once hesitated to pursue because of the cost. Hearing from someone after they’ve taken that long-awaited trip or purchased their dream home, and knowing I played a small role in helping make it possible, is incredibly rewarding.
Best piece of financial advice you’ve ever received:
Compound interest is your best friend.
