We’re all about people. So we couldn’t be more pleased to introduce you to ours.

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. 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 brings operational leadership and compliance expertise to MA Private Wealth, ensuring clients receive high-quality service that meets the highest fiduciary standards.

As Partner, COO, and CCO, Erica oversees the firm's operations and compliance, working closely with the entire team to deliver comprehensive financial planning and ongoing strategic guidance. She values the long-term relationships she builds with clients, many of whom have worked with her through multiple life stages and significant financial decisions.

"Great wealth management happens when operational excellence meets unwavering fiduciary responsibility," Erica explains. "My role is to ensure our clients experience seamless service and the confidence that comes from working with a firm that puts their interests first."

When she's not working with clients or overseeing firm operations, she enjoys spending time with her husband and their two miniature dachshunds.

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 helps successful individuals and families build financial strategies that reflect both their goals and their values.

As a Wealth Advisor at MA Private Wealth, Mallory has developed particular expertise in areas she's passionate about, including charitable giving strategies, tax planning, and education planning. Her background in psychology and human development helps to shape her client approach, bringing empathy and insight to the often-complex emotional aspects of financial decision-making.

"I love helping clients think through not just the technical side of their finances, but the human side," Mallory explains. "Whether it's creating a charitable giving plan that truly reflects your values or navigating the emotions around education planning for your kids, I want clients to feel heard and confident in their decisions."

Mallory brings a unique blend of industry expertise to her role. Before joining MA Private Wealth in 2021, she worked as an Investment Operations Specialist at one of Silicon Valley's largest community foundations and as an Associate Wealth Advisor in Salt Lake City. She was promoted to Wealth Advisor in January 2024 after earning her CFP® designation.

She holds two bachelor's degrees in Psychology and Human Development and Family Studies from the University of Utah, along with her MBA from the same institution. Throughout her career, she has demonstrated a commitment to service, volunteering at a Child and Family Services Center to assist minors in crisis and teaching creative writing to high school students.

As a strong advocate for women in finance, Mallory is passionate about connecting women with the resources they need to build financial confidence and success.

When she’s not working with clients, Mallory enjoys staying active, spending time with her kids, and unwinding with friends and family. You can often find her running or hiking through Rancho San Antonio, or enjoying a pint and darts at her local bar.

Becka Jennings brings 18 years of experience facilitating client success with 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.