Meet the Team

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

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

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

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

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

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

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

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

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