Phoenix investment advisor and wealth manager, Miller Russell Associates, recently hired Will Froelich as a client advisor, Pamela Houser as a client administrator, and Cydney Rooks as an executive assistant.
As a client advisor, Froelich works with client families on a variety of wealth management issues including investment advisory, financial planning, tax planning, and estate planning. Prior to joining Miller Russell Associates, Froelich was the family investment officer of GenSpring Family Offices at their Costa Mesa and Los Angeles, CA locations. In that role he was responsible for the introduction, implementation and management of the investment process for families in Southern California and the West. Froelich earned a Master of Science in management with a concentration of finance as well as a Bachelor of Science in finance from the University of Arizona’s Eller College of Management. He is a Chartered Financial Analyst charterholder and CERTIFIED FINANCIAL PLANNER™ professional.
Houser has been in the financial services industry for 14 years. As a client administrator, she assists with all operational functions to maintain business needs with a focus on providing support to the team regarding the client onboarding experience. Prior to joining Miller Russell Associates, Houser worked with the boutique firm Biltmore Wealth Management in Scottsdale where she served as the operations manager. Houser earned a Bachelor of Science in marketing from Arizona State University’s WP Carey School of Business.
As an executive assistant, Rooks is responsible for supporting multiple executives through scheduling, travel arrangements, and administrative tasks. Prior to joining the firm she worked as an executive assistant for organizations such as Tishman Speyer Properties in New York City, Jones Lang LaSalle in Los Angeles and The Vanguard Group in Scottsdale. She earned a Bachelor of Arts degree from Otterbein University.
Miller Russell Associates’ values focus on team building and employee-centered business practices. The firm was named as one of Arizona’s Most Admired Companies in 2014 for its focus on creating a workplace culture that fosters high engagement, leadership, originality and an atmosphere of trust. It has also been recognized multiple years in a row as CareerBuilder’s Top Companies to Work For in Arizona and on the Phoenix Business Journal list of Best Places to Work.
With more than 40 professional and support staff, the firm is continuously looking for top talent, and the growing team continues to provide a high level of service to clients.
