Rebecca Miles, CFP ®, CLU®
My Professional Background
A third-generation financial planner, I began my career in financial services in 2013. I have worked at several organizations and, prior to coming to Highland, I was on the fixed-income investment team at Oppenheimer Funds. In June of 2019, I joined the Highland team to pursue comprehensive financial planning. I particularly enjoy working with local tech executives and business owners.
My Wealth Management “Why”
I am committed to helping clients understand their financial options and I enjoy creating inventive and easy-to-implement strategies for achieving their goals.
My Personal “Living Fully”
I make my home in the Shoreline neighborhood. When I am not working with Highland clients, I enjoy being outdoors, reading, and spending summer weekends at Lake Cavanaugh in Skagit County.
My Heart for Impact
I volunteer for the Ballard Rotary Club and Ballard Food Bank, and I am an enthusiastic supporter of the King County Boys and Girls Club. Because I have had a number of tremendous mentors in my career, I continue to look for more ways to pay it forward.