Bree Miller

Manager | Wealth Management

Bree Miller
Office
Fort Worth
Direct Dial
817-259-9230
817-259-9230
Bree.Miller@wpwealth.com
Education

B.B.A. in Accounting, Texas A&M

M.S in Accounting, Texas A&M

Bree Miller is a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional and Certified Public Accountant (CPA) serving clients in the Dallas Fort Worth metroplex. Bree advises clients in the areas of wealth management, estate planning, risk management services, asset protection, insurance services and comprehensive financial planning. Bree’s experience in wealth management, as well as tax preparation and consulting allows her the extensive knowledge base to provide valuable solutions to individual’s financial needs.

Experience

WPWealth (2019-2020)

  • Manager
  • Senior in Financial Services

KPMG – Dallas Office (2017-2019)

  • Business Tax Services – Senior Associate (2018- 2019)
  • Business Tax Services – Associate (2017 – 2018)
Professional Certifications
  • Certified Public Accountant (CPA)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
Professional Organizations
  • American Institute of Certified Public Accountants (AICPA)
  • Texas Society of Certified Public Accountants (TXCPA)
Board and Community Service
  • Cristo Rey Fort Worth Monday Mentor Program

 

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