DeAnna Miller, FPQP®, AWMA®

Mrs. Miller joined Simon Quick Advisors in 2025 and currently serves as a Senior Client Service Associate. She brings years of experience in client service and operations, working closely with clients to support account management, financial planning processes, and day-to-day requests.

Before joining Simon Quick, Mrs. Miller served as a Client Experience Director at Proquility Private Wealth Partners, where she was known for her strong listening skills and dedication to helping clients achieve their goals. Prior to that, she worked as a Client Service Advisor at FORM Wealth Advisors, where she supported client account management, planning, compliance, and employee benefits.

Mrs. Miller holds professional designations as a Financial Paraplanner Qualified Professional™ (FPQP®) and an Accredited Wealth Management Advisor℠ (AWMA®). She earned her Associate Degree in Business Administration from Madison Business College. Mrs. Miller resides in Elkhorn, Wisconsin with her husband Doug and enjoys spending time with their two daughters and grandson.