ROSS MILLER, CPA, CFP®
WEALTH MANAGEMENT

I attended Texas A&M University where I received my undergraduate in Accounting and Masters degree in Entrepreneurial Management. After graduate school, I spent several years as an auditor of small and mid sized companies while working to obtain my CPA license. My time as an auditor taught me how to evaluate the overall financial health of a business, which led me to want to use these skills at an individual level.

Prior to joining Steward Wealth Management, I served as an advisor to dental professionals providing financial planning and tax consulting services. This role allowed me to combine my analytical thinking with my desire to help individuals achieve their financial goals. During the pandemic, I obtained my CFP (Certified Financial Planner) certificate in order to deepen my understanding of investment management, insurance, estate and tax planning.

My wife and I are natives of the DFW area and currently reside in Colleyville, where we are active in our local church and community.