Our Family
Helping Yours
At Miles Financial Group, retirement planning isn’t just about money. It’s about protecting your future, your family, and your peace of mind. We’re a family of specialists who coordinate every part of your plan under one roof, including investments, income, taxes, healthcare, and legacy planning, so you can move forward with clarity and confidence for all the MILES ahead.
Who We are
Our team
Billie C. Miles III
Founder & Chief Executive Officer
Patrick B. Miles, MBA
Co-Founder & Chief Investment Officer
Brian C. Miles, Sr., Esq.
Co-Founder & Managing Attorney, BC Miles Law Group
Nichelle Riggs
Co-Founder & Chief Operating Officer
Dylan Schoonover
Chief Marketing Officer
Luis Cortez
Certified Public Accountant (CPA)
Zavier E. Riggs
Financial Professional; Editor-in-Chief, Milestone Living Magazine
Amy Whitaker
Senior Retirement Planning Consultant
Melissa Valencia
Director of Client Services
Patrick B. Miles, Jr.
Client Engagement
BC Miles Law Group
Bria A. Miles, Esq.
Senior Attorney, BC Miles Law Group
Camryn A. Miles, Esq.
Attorney, BC Miles Law Group
Cydney A. Miles, J.D.
Law Clerk, BC Miles Law Group
BC Miles Law Group and our affiliated tax practice are separate businesses. Miles Financial Group does not provide tax or legal advice; those services are provided by those firms under their own engagements.
TAKE THE NEXT STEP TOWARD FINDING
Peace of Mind
for the miles ahead
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