Meet The Team

Alexis Rivera GeoWealth

Steve Miller, CFP®

VP, Business Development

Central Territory

Steve leads the sales and distribution efforts throughout the Midwest. His focus is on serving the unique needs of the RIA firm and delivering the solutions that will enable the firm to focus its time and energy on what matters most: the goals and objectives of the client.

Prior to joining GeoWealth in 2021, Steve was a Business Development Director with Independent Advisor Solutions by SEI. During Steve’s nearly 16 years at SEI, he wore several hats including business development, consulting and relationship management. Steve has a strong background in assisting firms in the development of workflow processes, identifying technology solutions that best fit the needs of the firm as well as assisting in portfolio construction.

Steve is a graduate of Lafayette College and he is a CFP® practitioner. He holds his series 65 and 7 licenses.

Steve was born and raised in the coal regions of Eastern Pennsylvania. Outside of the office, Steve enjoys writing and playing music. The results are then rigorously reviewed by his wife and two children; opinions on the quality of the output are very mixed…

 

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