JOEY MILLER

Position: Investment Committee Advisor

Biography: Joey Miller’s trading and investment acumen comes from more than 15 years of involvement in the investment industry. Joey’s list of accomplishments are vast, including being a published author, economics and investing keynote speaker, general partner on more than 25 real estate assets, options trader and educator, fund manager and due diligence officer. He can be found most of the time traveling the country to meet personally with his clients in more than 40 states or on speaking engagements, and viewing prospective investments while on due-diligence trips throughout the country. Joey’s strong fiscally conservative views drive his investment compass. He is a big proponent of group education events and training events, which he participates in frequently. Joey carries his series 22, 63 and 65 securities licenses.

Joey lives in Hillsboro, Oregon. In his free time, he enjoys spending time with his son Austin as well as fishing throughout Alaska and the Pacific Northwest.

Money Quote: “Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.” –Paul Samuelson

INSIGHT WEALTH GROUP

ANDREW DORR
Partner

BEN MORROW
Wealth Manager

BEN NELSON
Wealth Manager

KRISTEN CROUTHAMEL
Wealth Manager

LAURA EMERY
Director of Operations

ALLISON KLEIS
Director of Marketing

ALEX PEREZ
Director of Trading

KARLIE BOWN
Administrative Assistant

BREANNE JACOBS
Wealth Operations Associate

PHIL KOSMALA
Investment Committee Advisor

NICK MEYER
Wealth Management Associate

INSIGHT WEALTH GROUP

ANDREW DORR
Partner

BEN MORROW
Wealth Manager

BEN NELSON
Wealth Manager

KRISTEN CROUTHAMEL
Wealth Manager

LAURA EMERY
Director of Operations

ALLISON KLEIS
Director of Marketing

ALEX PEREZ
Director of Trading

KARLIE BOWN
Administrative Assistant

BREANNE JACOBS
Wealth Operations Associate

PHIL KOSMALA
Investment Committee Advisor

NICK MEYER
Wealth Management Associate