Penny Miller

With more than 25 years of experience in the financial services industry, Penny Miller is dedicated to helping clients manage and understand their retirement accounts. As Customer Service Coordinator, she assists with IRAs, processes transactions, and serves as a primary point of contact for client questions. Known for her approachable style and problem-solving skills, Penny takes pride in guiding clients through their financial needs with care and clarity.

Outside of work, Penny enjoys traveling and pursuing her passion for painting. A talented oil painter, she creates original works that reflect her artistic eye and creativity. She also has a fun personal quirk—she’s allergic to gold, something that her husband jokingly appreciates. Whether exploring a new destination or in front of a canvas, Penny finds joy in creativity, discovery, and meaningful connections.

About Carter Financial Group

Our Commitment

At Carter Financial Group, you’ll find that every team member is a thoughtful individual who genuinely cares about making a difference in this world. As your financial partner, we’re here to help you make sound decisions that remove gaps, strengthen finances, and foster prosperity.

In every step, we’ll help answer questions and offer perspectives. And whenever the markets or your life feel out of control, we’ll offer clarity and focus. Our goal is for you to spend less time worrying about life and more time enjoying the greatness within it!