Meet The Team
The team behind Pathways Retirement Advisors is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Marques Miles, RFC®, NSSA® Executive Director,
Investment Advisor Representative,
National Social Security Advisor Certificate Holder
Marques entered the financial services industry in 2010 before founding his own firm, Pathways Retirement Advisors, in 2020. Committed to helping people become financially literate. Marques is licensed to offer both insurance and investment products. Pathways Retirement Advisors, is a firm dedicated to helping clients find confidence as they venture to and through retirement. Marques is recognized as a Registered Financial Consultant (RFC) and National Social Security Advisor Certificate Holder (NSSA).
Brooklyn Miles Director of Marketing & Client Relations
Prior to joining Pathways Retirement Advisors, Brooklyn worked in the dental field and says it was surprisingly similar to the work she does today, as she works to build relationships and address client needs in any way possible. Brooklyn has been recognized for her communication and leadership skills and her ability to handle tough situations.
For our PRA team, Brooklyn works to get our message and services directly to you. She handles all marketing materials for our firm. She finds the best venues for our live events, and she greets every client that comes into the office, ready to help answer questions and assist with paperwork.
Brooklyn and Marques have been married for 10+ years and live in Frisco, Texas, where they’ve begun the journey of raising two young children, Roman and Taytum. When she’s not at the office, Brooklyn loves to use that time to be with her family. She also loves to play tennis.
When asked to share one piece of advice with the clients she serves, Brooklyn turns to one of her favorite quotes from business author and speaker Grant Cardone: “I suggest that you become obsessed about the things you want; otherwise, you are going to spend a lifetime being obsessed with making up excuses as to why you didn’t get the life you wanted.”
Cerella Hackelton Client Relations Coordinator
From the moment she joined the team, Cerella has embraced the heart and soul of client relations here at Pathways Retirement Advisors. She is dedicated to serving our clients through robust organization and meticulous detail, ensuring that every question, large and small, finds its rightful place toward an answer.
In her role as the client relations coordinator, Cerella assists our team as the bridge between our clients and their dream retirements. With her 10-year background in accounting, she helps navigate the financial terms and terrains to help our clients understand the process. However, it’s not just her technical skills that shine. Cerella’s passion for helping people transform their retirement goals into realities is what truly sets her apart.
As a mother of three and a grandmother to five, Cerella knows a thing or two about juggling responsibilities while keeping a winning and kind attitude. In her spare time, whether she’s with her family, traveling to unexplored places or cherishing moments at her church, Cerella makes the most of every moment!
Teresa Miles Event Coordinator
Since Teresa joined our team as the Event Coordinator she has been making a profound impact ever since!
Teresa’s extensive professional background includes everything from bookkeeper, teller and new accounts representative, to an aide supervisor and caregiver. Along with an associate degree in business administration from Tulsa Community College and a certificate in occupational therapy from Brown Mackie College, she brings a wealth of experience and education to our team.
What really sets Teresa apart is her genuine sincerity and ability to make everyone feel included. She’s spent years working with people of all ages, which taught her how important it is to make each person feel noticed, heard and important.
Teresa’s decision to join Pathways Retirement Advisors was inspired by her son, our Executive Director Marques Miles! After watching him change clients’ lives for over a decade, she knew she wanted to be part of this rewarding journey, too.
Away from the office, Teresa is a proud mother of three amazing individuals — Marques Miles, Chanel Guthrie and Daisha Miles. She also has two bonus children who married into the family and five wonderful grandchildren who have brought so much joy to her life. Teresa is an active member of her local church and enjoys live music, theatre and watching movies in her spare time.
Olivia Allen Paraplanner
Since joining the Pathways team, Olivia has hit the ground running as a proactive advocate for the financial future of our clients. She brings 15 years of valuable experience as a financial advisor and insurance agent. Her financial career has created a deep understanding and detailed perspective of her role, and she is always working hard to help create secure and prosperous paths for our valued clients.
Along with her professional achievements, Olivia enjoys exploring life beyond work. She recently embarked on an amazing fishing trip in Seward, Alaska. Olivia also finds solace and balance through practicing yoga, wake surfing in nearby lakes, cheering on college football teams and hiking with her loyal dog, Jackson.
Heath Walters CPA, CTC Tax Consultant
Heath Walters, CPA, CTC is the principal of The Walters Institute and is retained as a tax consultant for clients of Pathways Retirement Advisors. Heath brings a wealth of guidance in tax planning. He is a Certified Tax Coach and educator for CPAs and financial advisors. Heath began his career with Arthur Andersen and later managed business units at Lowe’s and Home Depot. He founded Walters Accounting Group, LLC, focusing on strategic tax advisory services. Now partnered with Pathways Retirement Advisors to bring you the most comprehensive tax strategies in the market, he helps our clients to integrate comprehensive tax planning into financial planning. Outside work, Heath enjoys family time, golf, college football, and home improvement.
Ready to Take The Next Step?
For more information about any of our services, schedule a meeting today.
