Hi! My name is William Miller. I am the financial planner and owner of WM Wealth Planning.
Prior to starting my firm, I was working at a home health agency in their payroll department. I enjoyed my time in payroll, but I grew tired of doing the same repetitive tasks over and over. I also knew that I could help more people by applying my Masters in Finance to working with individuals.
One of the things that I did pick up on while at the home health agency was the lack of financial education that many of my co-workers had. This was the basis for starting WM Wealth Planning, to provide value and help people move their financial needle.
Specializing in RNs and NPs came from my family. I have several cousins, aunts, and other family members that are nurses and I have the utmost respect for them and what they do each and every day,
Outside of work, I feel that I am just as busy as when I am working. My girlfriend (Taylor) and I love being outside doing anything from playing pickleball to going hiking, there is never a dull moment in our household.