Ann Miller is passionate about helping investors reach their goals, to maximize their portfolios to plan life, to understand choices that affect retirement. She formed Affinity Capital in 1995 after working for several major wire houses and as a Vice-President of Investments at RBC Dain Rauscher. Her clients have included high net worth individuals and families and corporate retirement and profit-sharing plans and. She was appointed to her previous firms’ President’s Club and was a founding board member of the Women’s Council. She has been published and featured in national publications.
Ann is an appointed arbitrator for the Financial Industry Regulation Authority (FINRA). The firm does pro bono work for several nonprofit and charitable organizations. Ann is a former president and chairman of the National Association of Active Investment Managers (NAAIM), an industry group consisting of over 200 managers managing assets of over $15 billion dollars.
She is on the Advisory Board of the Leadership Houston Endowment and on the Board of The Houston Museum of Health and Medical Science, and serves on the Executive and Finance Committees. She is on the Board of Children at Risk. She formerly served on the Board of the Cystic Fibrosis Foundation, and on the Board of Playworks.
Ann is a certified volunteer Ombudsman with the Office of the Long-Term Care Ombudsman to help protect the quality of life and quality of care of anybody living in a nursing home or an assisted living facility.
She is the President of her HOA for the past two years.
Ann is a native Houstonian and attended the University of Texas at Austin. She is the proud aunt to ten nieces and nephews and actively involved in each of their lives.
Richard has over thirty years of experience working with business owners and in portfolio management. He was previously a Financial Advisor with RBC Dain Rauscher and Morgan Stanley.
Richard is serving in his sixth year as President of The 100 Club of San Antonio, a 501(c)3 organization which serves the children and families of fallen law-enforcement and firefighters in Bexar County. He is a board member of the San Antonio Fire Museum and also serves on the Scholarship Committee of Alamo Heights Methodist Church and is active in their Youth Program. He is a frequent public speaker.
He is a graduate of the FBI Citizens Academy San Antonio and is active in their alumni organization. He is also a graduate of the U.S. Marshal’s Citizens Academy – San Antonio and was awarded the FBI Citizens award by Director of the FBI.
He is a former board member of the Alamo Area D.A.R.E. program which serves the citizens of Bexar County by educating children, teachers and parents regarding drug abuse awareness and alternatives to violence. He had served over 12 years as a leader for Boy Scouts. Richard has served on the Administrative Board of his church and is also a teacher and past president of his Sunday school class as well as a Confirmation Sponsor for youth. He is passionately involved in his community.
Richard is a proud veteran of the U.S. Navy. He is married to Heather with five children – all boys!
Ashley handles all aspects of client relations and communication. She has been serving clients at Affinity Capital for over 10 years. Ashley has a Master of Music degree from Boston University and is a classical violinist. She is very active in her church, playing at all Sunday services! Ashley is married to James and has two children, Elise and Jacob.