Myles joined Sovereign Advisors in 2022 and has spent 20 years in the financial services industry. As a CERTIFIED FINANCIAL PLANNER®, Myles works with mid-career professionals in
leadership roles, small business owners, and individuals approaching or living in retirement. He develops comprehensive financial plans that integrate investments, cash flow, retirement planning, insurance, employee benefits, estate planning, tax strategy, and each client’s unique goals. His role is to help clients prioritize financial decisions, implement solutions, and stay focused on what matters most to them.
Myles lives on Long Island, New York, with his wife, Jenny, their daughter, Nia, and their dog, Luna.
