Jonathan Miller, CEPA

Jonathan grew up in Tampa, Florida, and earned his degree in Accounting from the University of South Florida.

Jonathan and his wife, Shyana, live in Orlando, Florida, with their daughter and are active in their local church.

He brings more than 15 years of financial and executive leadership experience to Axiom.

Jonathan has held financial and executive leadership roles, including serving as a nonprofit CFO, where he led finance and operations, modernized systems, and built an ownership mentality across the leadership team through clear accountability. As a financial advisor, he earned his clients’ trust by understanding their goals and helping them move toward what mattered most. He has led teams through real change, building the systems, processes, and financial foundation for sustainable growth.

Jonathan is passionate about helping business owners grow their companies, execute their vision, build value, and grow as leaders. He understands how easy it is for owners to become mired in the daily grind and lose sight of why they started in the first place. He enjoys helping them step out of the weeds, reconnect with their “why,” and bring renewed energy and focus to the work.

Outside of work, Jonathan enjoys investing, hiking and backpacking in the Rockies, and playing sports. He has also coached high school baseball and football.

Industry Experience

• Finance

• Leadership

• Government contracting

• Wealth management

• Insurance

• Nonprofits

• Systems implementation

Education / Credentials

University of South Florida, BS in Accounting

Certified Exit Planning Advisor