At MA Private Wealth, we’re all about people. So we couldn’t be more pleased to introduce you to ours.

Martin Miller

Founder & Private Wealth Advisor

A student of the financial planning business with a passion for learning, Marty brings 26 years of experience to his leadership role at Miller & Associates. Marty has been honored by Barron’s as a Top Advisor for three consecutive years and named among the Financial Times Top 400 Advisers 2016. He is also a frequent speaker at national industry events.

Marty has built his career on a genuine, persistent focus on client success. He is also exceptionally skilled at translating complex financial topics into understandable concepts, which helps his clients make confident, informed decisions. Marty earned a bachelor’s degree from the University of California, Berkeley and previously managed a private wealth practice at Ameriprise Financial Services, Inc.

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Joselito Barro, CFP

Joe brings 21 years of experience in accounting and financial planning to the Miller & Associates team. He attributes his success to an unrelenting work ethic and commitment to building solid, responsive relationships with all clients.

Joe graduated cum laude from Golden Gate University with a bachelor’s degree in accounting. He is a Certified Public Accounting and Certified Financial Planner.

Previously, Joe held various roles at Wells Fargo Investments, Morgan Stanley, Portola Group, and Frank Rimerman & Co.

Outside of work, Joe is an adventure-seeker who loves to travel.

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Monica Baus

A firm believer that we can all achieve financial security, Monica is passionate about her work—it isn’t “just a job” for her. Monica joined the wealth management industry 14 years ago, inspired by her mother’s aptitude for saving and savvy investments.

Before joining Miller & Associates, Monica spent 12 years with a private wealth management firm in Sacramento.

In her current role, she endeavors to make the paperwork process as unintimidating as possible.

As a former TWA flight attendant, Monica still loves traveling: She’s visited 44 states and 26 countries (and counting).

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Erica Arroyo

Erica’s 13-year career in personal finance began as an executive assistant—a role that instantly hooked her on the special connection between financial planners and clients. Drawing on her sharp intuition, Erica excels at listening to her clients and ensuring they feel comfortable and confident at every step. Erica holds Series 7, Series 66 and California insurance licenses. She previously served in various positions at Ameriprise Financial Services, Inc.

In her current role at Miller & Associates, Erica is honored to work alongside intelligent and thoughtful colleagues and clients. She considers it a privilege to know her clients’ families and values, and be part of their important life events.

Outside of work, Erica enjoys practicing hot yoga, hiking and visiting the beach or lakefront; her favorite destination is Big Sur. She’s also an avid reader of both fiction and non-fiction.

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Becka M. Jennings

Becka joined the firm in 2007 and has been delighting our clients ever since. In her role as Director of Client Services, Becka guides our clients through the onboarding process, answers inquiries and facilitates the flow of information between our team and our clients. Every day, she strives creates a warm, transparent and supportive environment that our clients love and appreciate.

When she's not ensuring the highest caliber of client service here at work, you'll find Becka enjoying a Warriors game or other fun activity with her five children.

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