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May 2024
May 10, 2024
Balanced Perspectives with Clinton Miller, CFP®, and Tiffany Troyer
May’s conversation is Balanced Perspectives with Pleasant Wealth advisor Clinton Miller, CFP®, and Sr. Client Services Manager Tiffany Troyer. Formerly called The Balanced (before we debuted The Insight Series), this installment of The Insight Series gets to the heart of the key factors shaping the current financial and economic environment and why it matters to investors like you.
Together, we cover topics like:
- What significant events have been shaping the economy and our money since we last met in February?
- What do those factors mean for everyday investors like our clients?
- What’s on the financial horizon in the next several months?
- How does an election year impact the financial world?
May’s Conversation Hosts
Clinton Miller, CFP®
Clinton Miller, CFP®, is an investment advisor & financial planner with an educational background in mathematics. He enjoys making tax planning relevant for clients so they can make confident money decisions.
He and his wife Aubrey are based in Canton, OH & have two sons. In his spare time, he enjoys fishing, chainsaw repair, & mucking around in the woods.
Tiffany Troyer
Tiffany has more than 20 years of experience in the financial services industry. She attributes her creative problem-solving skills to the four years she spent in art school, but confesses that she’s still terrible at Pictionary. Outside of work, Tiffany volunteering with Junior Achievement of North Central Ohio, she encourages and educates young people in the area of financial literacy. She holds an OH Life, Accident & Health Insurance License and Series 6, 7, and 66 registrations.