Meet the Team

Paul Hunt

Co-Founder and President

Paul heads our strategic initiative of implementing turnkey solutions for nonprofit retirement plan sponsors. 

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Steve Anderson, AIF®

Co-Founder and Vice President

Steve oversees the total client experience and assists our team with advanced and complex planning cases.

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Jordan Smith, CFP®

Managing Director & Director of Advisor Services

Jordan oversees the team that works with our plan sponsor clients and their participants.

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Cindy Howell

Director of Financial Planning and Service

Cindy oversees all aspects of our client services and financial planning teams. 

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Mike Camizzi

Director of Trading

Mike oversees our trading team and manages all of its daily operations.


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Steve Cooper

Chief Compliance Officer and Director of Operations

Steve is responsible for supervising our compliance efforts and overseeing the management of our internal operations.

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Antonio Kitt, CFP®

Senior Advisor and Director of Business Development

Antonio Kitt leads the marketing and sales efforts for Millennium. He is also a Senior Advisor. 

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Tom Siebers, CFP®

Advisor Services Manager

Tom assists in supervising our team of advisors and also supports our participants in working toward achieving their goals.


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Danielle Dykes

Manager of Financial Planning and Service

Danielle works to ensure that the backend of our customer experience runs smoothly. 


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