Meet the Team

Paul Hunt, QPFC, AIF®

Co-Founder and President

"I am so proud of the team of professionals we have at Millennium, Their dedication and commitment to our clients has a meaningful impact on their lives."

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Steve Anderson, QPFC, AIF®

Co-Founder and Executive Vice President

“It’s gratifying to be in an industry where we can have a positive impact on clients’ lives by giving them sound financial advice and the tools to monitor their progress toward their goals.”

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Cindy Howell

Director of Trading

“It’s rewarding to see clients achieve their retirement goals when we implement their financial plan recommendations and help them monitor their investments.”

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Beth Hunt

Director of Operations

“I have great satisfaction in knowing that the work we do has a real and meaningful impact. My goal has always been to ensure that our clients receive excellent service and care from all employees.”

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Christine Slate

Director of Client Services

“I have a passion for ensuring that our clients and their families feel cared for and valued by receiving unsurpassed personal attention from our team at Millennium.”

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Jordan Smith, CFP®

Advisor Team Manager

“I enjoy listening to clients’ stories and then crafting strategies that get them on the path to achieving their financial goals.”

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Antonio Kitt, CFP®

Senior Advisor and Manager of Institutional Development

“I believe in taking a goals-based approach to ensure that our clients have a sound rationale behind their strategy that will keep them on firm financial footing all the way through retirement.”

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Steve Fenner, AIF®

Senior Advisor

“I sincerely love what I do, and try to make my financial planning meetings understandable, enlightening and fun so my clients will consider me an effective, caring financial advisor they can depend on.”

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Danielle Hunt

Planning & Client Services Manager

“I enjoy making sure that clients know our team is always available to answer their questions. We want them to have the best possible experience working with Millennium.”

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Mike Camizzi

Trading Team Manager

"It is very fulfilling to help our clients achieve their financial goals with confidence, clarity, and precision; I am proud to be on a team which provides such personalized service to every client we meet."

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