Kristopher Miller is a financial advisor at Lexington Financial/Life Management, LLC in Nashville, TN, holding a PFS™ designation with eight years of industry experience. Prior to joining Lexington in 2018, he worked at Crosslin PLLC for five years. He is also a partner in TM2 Accounting Solutions, LLC, a Tennessee-registered accounting firm focused on tax consulting and compliance review. Lexington Financial/Life Management operates as a virtual family office serving high-net-worth individuals, families, trusts, estates, pension plans, charitable organizations, and closely held businesses. The firm offers personalized investment consulting and portfolio management alongside estate and trust planning, accounting and tax services, and consolidated wealth reporting.

Dale Veitch is a financial advisor with Lexington Financial/Life Management, LLC, holding a Series 65 license and bringing 18 years of industry experience. He has been associated with Lexington Investment Consulting, LLC since 2010 and with Lexington Family Office Services, LLC since 2005. Veitch is a managing board member of Lexington Financial Life Management, LLC and occasionally sells insurance products to clients, receiving commissions in such instances. Lexington Investment Consulting, LLC operates as a virtual family office serving high-net-worth and ultra-high-net-worth clients, including individuals, families, trusts, and charitable organizations. The firm offers customized investment consulting, portfolio management, and a broad range of family-office services, employing a goals-based, family-centric life-management approach.