We know wealth management can be time consuming, and we're here to help streamline the process for you - all while keeping your best interests in mind. You’ve had a successful life. We’re here to help you and your family enjoy that success for years to come.
Marty Miller’s career has been defined by a genuine passion for client success and a love for helping others simplify the complex in wealth management. A life-long learner of all things financial planning, Marty has been honored by Barron’s as a Top Advisor for three consecutive years and named among the Financial Times Top 400 Advisers. He frequently shares his industry experience and expertise through education and speaking engagements.
Marty graduated from the University of California, Berkeley. Prior to founding MA Private Wealth, he managed a private wealth practice at Ameriprise Financial Services, Inc.
Marty and his wife Pamela have three sons, Tommy, Justin, and Ryan, and a golden retriever named Buddy. The Millers enjoy playing sports, exploring the great outdoors (particularly the Lake Tahoe area), and practicing underwater photography when scuba diving as a family.
Erica Arroyo cares deeply about the well-being and success of MA Private Wealth’s clients, and she takes great pleasure in helping others feel confident when navigating complex financial decisions. As Chief Operating Officer, she is proud to lead a team of fiduciaries who prioritize integrity and always doing what is right for their clients.
Erica guides MA Private Wealth clients through the financial planning process. She does this by partnering with clients on organizing their financial lives in a way that is easy to implement.
Erica and Jack, her spouse of 15 years, love to spend time outdoors and will find every opportunity to visit the Big Sur area. She currently volunteers with “Be My Eyes,” assisting those who are visually impaired in accomplishing tasks that require sight.
Vijay Patel joined MA Private Wealth in the summer of 2021 and works with clients primarily on retirement planning and stock option/equity planning for pre-IPO and public companies.
Vijay studied Finance at San Francisco State University and is currently on track to achieve the Chartered Financial Consultation (ChFC) designation.
Vijay and his wife Reena are both Bay Area natives, and they have three children: a son and twin daughters. He and his wife enjoy sports, hiking, and supporting disadvantaged students in their local communities.
Mallory Davis brings a unique blend of industry-specific expertise and knowledge from her past roles as an Investment Operations Specialist and an Associate Wealth Advisor.
As a Relationship Manager, she is excited to interface directly with MA Private Wealth clients as she loves to make a difference in people’s lives.
Mallory has two bachelors’ degrees in Psychology and Human Development and Family Studies from the University of Utah, a Master of Business Administration degree (MBA), and she also has her CFP® (Certified Financial Planning) designation.
When not working, she and her family are out backpacking, hiking, camping, or kayaking around the Bay Area. Mallory and her husband have two children, Archer, and Atlas, and a poodle-mix named Mia.
Becka Jennings brings 15 years of experience facilitating client success to the MA Private Wealth team. She prioritizes building strong relationships and delivering white-glove service, supporting our advisors in helping clients achieve their financial goals.
When Becka is not focused on making sure MA Private Wealth clients find success, you can find her on the athletic field, either cheering loudly for her beloved 49’ers or rooting on one of her five children. She enjoys her large extended family, taking every opportunity to spend time with her cousins and other relatives.
Riley Van Trease joins MA Private Wealth as a Client Service Associate, bringing a dedication to delivering positive client experiences and an eagerness toward supporting clients’ needs.
Riley is from Livermore, California, and attended the University of Nevada, Reno where he earned a degree in psychology, along with a minor in entrepreneurship. Prior to joining MA Private Wealth, Riley completed an internship with a Registered Investment Advisor (RIA) firm in San Francisco, where he worked closely with a team of financial advisors on client investment and financial planning accounts.
Beyond his professional life, Riley has a deep love for the great outdoors and spends his time outside of work doing activities like snowboarding and golfing. He also enjoys spending quality time with his close family and his two cats, Mia and Bella.
Jessica Rubtsov brings a diversity of experiences and knowledge to MA Private Wealth, including her most recent accounting position at a firm in the financial services industry.
As Operations Specialist, she enables our continued commitment to customer-centricity by enhancing our back-end processes: ensuring data accuracy, executing trades customized for each account and household, optimizing reporting, and systematizing our technology platforms.
Jessica has a B/A in Psychology with concentration in Mathematics from Creighton University, a Jesuit University in Omaha, Nebraska. Outside of work, you can find Jessica hiking with her spouse, Evgeny, and their Goldendoodle, Misha.