Who We Are

About Miles Financial Services, Inc.

At Miles Financial Services, Inc., we celebrate our 20th anniversary in servicing the needs of individuals, families, and clients that wanted an independent, personalized approach to financial planning. Our business has grown since then, but our desire to help others is still at the forefront of everything we do. Cambridge Investment Research, Inc., our broker-dealer, shares our values and supports us while providing the freedom to manage our business the way we want – in your best interests.

When you choose Miles Financial Services, Inc., you choose an experienced and caring team that will help you find the financial solution that works best for you.

Randy Miles Sr., AIF®

Jan Miles

 

Bud Boom

 

 

Randy Miles Sr. is a knowledgeable financial professional providing quality investment recommendations and support to business owners and individuals since 1981. He founded Miles Financial Services, Inc. to provide his clients with indispensable advice free from the constraint of affiliations with investment banking and insurance corporations. He is a purveyor of understanding and seeks to provide all of his clients with the options and education necessary to make prudent financial decisions.

 

Randy earned an associate’s degree from the Altoona School of Commerce, majoring in business administration. He was affiliated with Prudential Insurance Company for 15 years before starting his own business. Randy is an Accredited Investment Fiduciary® (AIF®) designee. This designation is highly sought after by advisors and perceived as a symbol of trust and integrity. As a financial professional, Randy holds FINRA Series 6, 7, 63, and 65 licenses, is a 3/21 Investment Fiduciary to 401(k) plans along with several health and life insurance licenses to better serve his clients.

Randy is a dedicated community volunteer. He is a member of the Tyrone Chamber of Commerce, the Financial Committee of Wesley United Methodist Church, on the board of the Tyrone Area School District, serving as district Treasurer and chair of the Finance Committee. He supports a variety of organizations and charities in the larger Tyrone community.

Jan Miles joined her husband, Randy, to co-found Miles Financial Services in July 1996. She manages office administration and provides back office support to her team. As a licensed producer of Life and Health Insurance in Pennsylvania , Jan is currently continuing her education to better prepare for future challenges within her business role. Jan also pursues the marketing efforts of the firm; collaborating with outside vendors and working in-house to generate and uphold the Miles Financial Services brand. Jan has played a supportive role in a variety of community services.
Bud Boom joined Miles Financial Services in 2006 and provides investment and insurance solutions. His previous business experience includes over 25 years of experience in private business. This knowledge helps Bud understand the issues that face business owners and executives alike. Individuals seek out Bud’s advice to get sensible solutions with a warm smile. Bud is insurance licensed for both life and health in the state of Pennsylvania. He holds FINRA Series 6, 63, and 65 licenses.

 

Bud has always made a strong commitment to serve others in a variety of organizations. Currently he is the secretary/treasure of the Camp Anderson Corporation.  He and his wife, Rhonda, live in Tyrone with their family.

 

Check the background of this investment individual at FINRA’s BrokerCheck.