Our Team

 

Millner Wealth Management_Investments_Financial Advisors_Bismarck North Dakota

Terry Millner

Senior Vice President / Investments

terry.l.millner@stifel.com

 

Terry has been a financial advisor since 1988. He holds a Bachelor of Science degree from the University of Mary, Bismarck.

 

 

 

 

 

 

 

Millner Wealth Management_Investments_Financial Advisors_Bismarck North Dakota

Jason Millner, CFP®

Vice President / Investments

jason.l.millner@stifel.com

 

Jason has been an advisor since 2001. He holds a Bachelor of Science degree from the University of Mary, Bismarck, with an emphasis in business administration.

 

Jason is a past board president of MSA United Way and the Bismarck Public Schools Foundation, and volunteers with Junior Achievement and other non-profits throughout the community.

 

 

 

 

Millner Wealth Management_Investments_Financial Advisors_Bismarck North Dakota

Katie Peltz

Registered Client Service Associate

peltzk@stifel.com

Katie joined the team in 2014 and has six years of financial services experience. She holds her Bachelor of Science degree from Minnesota State University at Moorhead.