Helping You Make Smart Financial Choices

Meet the Team

Marc Miner, CFP ®
CA Insurance License #OB66407
Marc Miner is a Certified Financial Planner™ professional and has been working in the financial services industry since 1995. He earned a Bachelor of Science from the University of California at Davis where he was also a member of the football team. Marc’s mission is to develop long term relationships with clients based on trust and confidence. Maintaining a good reputation and offering flexible strategies at competitive prices helps his clients pursue their financial goals. In his personal time, Marc enjoys exercising and riding motorcycles with his wife, Zhanna.
James Capper
CA Insurance License #0696217
James Capper was born and raised in Sacramento, CA where he currently resides. Jim has been in the Insurance and Financial Services Industry since January 2nd, 1986. He joined Miner Financial and Insurance in February of 2016 and brings over 30 years of experience in Business and Personal Insurance Planning where his clients always come first with emphasis on Customer Service and Needs Analysis. In his free time, he spends time with his college age sons, Jared and Austin, donates time at his Church for the benefit of others and likes to exercise when he can.

James Capper is not associated with Securities America.

Joe Ryan
CA Insurance License # 0B14610
Joseph Ryan is a Navy Veteran and a native of Northern California. He joined Miner Financial & Insurance in 2012 and brings 20 years of experience and expertise to our team. His background in property and casualty plays an essential role in assisting and advising clients in all lines of commercial insurance. Clients are Joe’s number one priority as he strives to provide the highest quality service and advice. Joe is a member of the Cameron Park Rotary club and donates his free time to a number of different charitable organizations benefiting children.

Joe Ryan is not associated with Securities America.

Kelly Wylie
CA Insurance License # 0D75130
Kelly Wylie was born and raised in Northern California and has lived his life between the Sacramento Valley and El Dorado foothills. Kelly received his Property and Casualty Insurance license in 2001 and was a Personal Lines Insurance Underwriter for Nationwide Insurance. He joined Miner Financial & Insurance in April of 2015. Kelly believes that the client comes first and strives to provide excellent service and quality analysis and client satisfaction. In his spare time Kelly enjoys spending time with his 8 year old twin boys, Jacob and Kalen.

Kelly Wylie is not associated with Securities America.