Jessica Miller

Office Manager
Jessica Miller headshot

Contact Jessica

Jessica Miller

Office Manager

Jessica has over 15 years of experience in office management within the finance and accounting industry. Having come from a CPA office, Jessica has a built‑in attention to detail and a strong instinct to make sure everything is checked, balanced, and accurate. Since stepping into her current role in 2019, Jessica has become an integral part of the firm’s operations, supporting both leadership and clients through strong organization skills and thoughtful coordination. She oversees office and operations management, manages complex calendars, coordinates events, and serves as a key liaison between clients and trusted third‑party professional partners to ensure meetings and engagements run seamlessly. As part of her leadership support role, Jessica manages the firm’s human resources and compliance functions, helping to uphold a structured and collaborative workplace.

Outside of the office, Jessica is a devoted wife and mother to two energetic boys and two dogs. With her sons heavily involved in sports, she can often be found cheering from the sidelines as their biggest fan. In her free time, when she can find it, Jessica enjoys cooking, spending time with family, and indulging her love for all things Disney. An extreme sports enthusiast at heart, she enjoys trips to the river and the desert whenever time allows. A loyal Los Angeles Chargers fan, Jessica brings the same energy, commitment, and enthusiasm to her personal life as she does 
to her work.

Contact Jessica

Meet our team
  • Siddharth Shah

    CPA, MS, APMA®, CRPC
    CEO, President, Lead Financial Advisor
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  • Nihar Shah

    CFP®, APMA®
    Financial Advisor
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  • Arpy Raval

    CFP®, APMA®
    Financial Advisor
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  • Maria Ojeda Partida

    CRPS
    Associate Financial Advisor
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  • Jesse Aguilar

    Investment Operations Associate
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  • Priti Shah

    Operations Manager
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  • Jessica Miller

    Office Manager
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  • Zainab Baig

    Client Service Specialist
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