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The Miller Financial Group

Helping Create More Favorable Financial Futures

Meet  Our  Team

We do what we love — help you. We’ve assembled a team of knowledgeable experts to teach, guide, and empower you to help you find your own financial success. Our goal is to provide direction, confidence, and capability.

 

Photo of Rob Miller

“The Surest Path to Success is the Path Most Clearly Defined”

Robert G. Miller, CFP®

Founder and President

With over thirty years of experience in the financial services industry, Rob believes that learning is imperative to understanding and action leads to success. His unique approach to the industry includes getting to know you first and equipping you with the right knowledge, strategies, and tools to make you feel confident in your financial decisions.

Rob’s ability to teach doesn’t stop in the office. He and his wife Ellen spend time with their children, David and Allison, growing and gaining life experiences together through traveling, sports, and Scouting.

 

Lindsay Franks The Miller Financial Group

“The Main Thing is to Keep the Main Thing the Main Thing”

Lindsay Franks

Director of Operations

Lindsay can do it all. From ensuring your questions are answered and your needs are addressed (no matter how big or small), working closely you to gather and process information for our unique LifePlan Design Process™, to making sure our processes and team are running efficiently. Lindsay has completed her FINRA Series 7 and Series 66 license, and her Florida Health, Life and Variable Annuity License. Lindsay is your “go to” person here at The Miller Financial Group.

Lindsay joined The Miller Financial Group after receiving her Bachelor Degree from the University of Florida in 2016. Lindsay has completed internships at the Federal Register at the National Archives and Records Administration (NARA), the Office of Government Information Services (OGIS), and the Securities and Exchange Commission (SEC), all in Washington, D.C.

 

“Life cannot go according to plan if you do not have a plan.”

Carleigh Berry

Strategic Assistant

Carleigh is an integral part of the TMFG Team.  She is responsible for duties related to our planning and analysis, research and marketing, and sales support under Lindsay’s leadership and guidance.  Carleigh uses her analytical skills to assist with special projects relating to the creation and updating of financial plans, asset allocation, and client support.  Carleigh is an integral part of The LifePlan Design Process™.  She also helps us with our record keeping, ensuring we are up to date, accurate, organized, and secure.

Carleigh is currently earning her Bachelor’s Degree in Finance from Florida Atlantic University.

Our  Strategic  Partners

Caleb Nitz is the Vice President of Business Development for our partner, Valmark Financial Group. His primary responsibility includes developing and coordinating strategic plans to successfully transition a new member firm to Valmark. He also works to develop business with existing Member Firms, and acts as a relationship manager with leadership of product manufacturers. Previously, Mr. Nitz led Valmark’s Insurance Marketing team, enhancing Member Firm services and delivering on key insurance offerings such as Life Assurance 360™. Mr. Nitz earned his BSBA in Finance and Financial Planning, with a Minor in Business Entrepreneurship, from The University of Akron, graduating Magna Cum Laude. He is also a graduate of the Focus Leadership Institute and a member of the Association of Advanced Life Underwriting (AALU). Mr. Nitz also holds Series 7, 24 and 66 registrations, Ohio Life, Health and Variable Insurance licenses, and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
Caleb Nitz, CFP®
James Dawson is the Manager of Life Settlements for our partner, Valmark Financial Group. James is responsible for managing the day-to-day operations of the life settlement business. This includes establishing and implementing new processes and procedures, directing and facilitating the sale of policies from the initial offering through the formal case submission and acting as an escalation resource for complex and technical life settlement issues. He works to find ways to simplify the life settlement transaction process and improve efficiencies. Above all, Mr. Dawson is passionate about delivering the best possible experience for our clients. Mr. Dawson earned a BBA in Financial Planning from the University of Akron, graduating Summa Cum Laude. He also holds Ohio Life, Health, Accident and Variable licenses, Series 7, 24 and 66 registrations and is a CERTIFIED FINANCIAL PLANNER™ professional.
James Dawson, CFP®, CLU®
Jessica Rorar is the Director of Investments and Financial Technology for our partner, Valmark Financial Group where she focuses on assisting advisors to enhance existing practice management workflow. She is primarily responsible for auditing Financial Technology (FinTech) solutions, which includes reviewing integration capabilities and obtaining group pricing discounts with different Fintech vendors. She also leads the annuity product line, assisting with case design and policy reviews within our clients’ retirement and estate plans. Mrs. Rorar earned a BSBA in Financial Services, with a Minor in Spanish, from The University of Akron. She holds Series 7, 24 and 66 registrations, Ohio Life, Health and Variable licenses and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
Jessica Rorar, CFP®
Judson Forner is the Vice President of Investment Operations for our partner, Valmark Financial Group. In his role, he leads the teams directly responsible for processing all investment-related business submitted through Valmark. This includes the handling of paperwork and electronic submissions, principal review and vendor services. In addition, he oversees the trading team, manages relations with Valmark’s custodial platforms, and participates on Valmark’s Product committee. Mr. Forner has presented on topics such as Money Management, Financial Planning and Annuities at Valmark Member Summit and Member Staff Summit conferences, as well as higher education institutions, such as Ursuline College and The Ohio State University. He has also been quoted in industry publications, including Barron’s, Bloomberg, CNBC, Financial Advisor Magazine, and Investment News. In addition to his Series 6, 7, 24, 53 and 66 registrations and his Ohio Life, Health and Variable licenses, Mr. Forner earned a BSBA in Finance from The Ohio State University. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Chartered Retirement Planning Counselor℠ (CRPC®).
Judson Forner, CFP®, CRPC®
As Director of Underwriting for our partner, Valmark Financial Group, Michael Noss is responsible for the technical assessment and negotiation of underwriting offers and serves as a contact for any new business or underwriting issues. He also serves as an advocate for Valmark’s Member Firms through every stage of the underwriting process, working to anticipate potential issues, identify the best carrier for that issue and to negotiate the best possible offer. While Mr. Noss is a national presenter at Valmark’s Member Summit, he also presents at other various industry conferences. He earned his BA in Philosophy and Communication from Saint John’s University. Mr. Noss is also a member of the Association of Home Office Underwriters (AHOU) and a Fellow of the Academy of Life Underwriting (FALU).
Michael Noss, FALU
Phil Jackson is the Director of Insurance Marketing for our partner, Valmark Financial Group. In his role, he provides insurance-focused planning solutions to our clients, including estate analysis and business and retirement planning strategies. He is specialized in both life and long-term care insurance. Mr. Jackson’s focus is to help solve problems and find creative solutions that uniquely address our clients’ needs. In addition to his Series 7 and 24 registrations as well as Ohio Life, Health and Variable licenses, Mr. Jackson is a Chartered Life Underwriter® (CLU®) and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He holds a BA in Marketing and Business Administration from Indiana Wesleyan University and an MBA from Palm Beach Atlantic University.
Phil Jackson, MBA, CLU®, CFP®
As a Senior Financial Planner for our partner, Valmark Financial Group, Carmen Donofrio partners with independent financial advisors to assist in the financial success of their clients. He is responsible for designing plans that provide a clear path towards achieving financial goals, while identifying risks that could be obstacles in reaching those goals and recommending solutions to best address each risk. Mr. Donofrio earned his BBA in Personal Finance and Corporate Finance from The University of Akron. In addition to the Series 7, 24 and 66 registrations, he holds Ohio Life, Health, Accident and Variable licenses and is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional..
Carmen Donofrio, CFP®
Tyler Denholm is the Vice President of Investment Management and Research for our partner, Valmark Financial Group. His primary responsibility includes overseeing the investment management process and conducting research for TOPS®, TOPS® Strategic Allocation Portfolios and TOPS® Variable Insurance Trust. Specifically, he is responsible for portfolio design and portfolio management. Mr. Denholm regularly analyzes the TOPS® Portfolios and is heavily involved in the day-to-day operations of portfolio management. He also helps analyze our prospective portfolios, and we work directly with Tyler to determine which of the various Wealth Solutions would be the best fit for our clients. He earned his BSBA in Finance and Real Estate from the University of Akron, graduating Summa Cum Laude. In addition to his Series 7 and 24 registrations, Mr. Denholm is a Chartered Financial Analyst (CFA®).
Tyler Denholm, CFA®
Zach Hurst is the Director of Financial Planning for our partner, Valmark Financial Group. In his role, he is responsible for aspects of design, marketing and implementation of Valmark’s unique financial planning processes. He oversees a team that assists with accumulation, income distribution and legacy planning through various processes designed to best meet the unique needs of clients. Mr. Hurst earned a BSBA in Financial Services from The University of Akron, is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds Series 7, 24 and 66 registrations. Additionally, he holds Ohio Life, Health, Accident and Variable Life Insurance licenses and is a Chartered Life Underwriter® (CLU®). In 2014, he was recognized for Outstanding Work and Accomplishment in the Field of Financial Planning from The University of Akron’s Finance Advisory Board. Mr. Hurst has also presented on financial planning topics at Valmark’s Member Summit, as well as at various College of Business courses and panels with the University of Akron. He has been quoted in an Investment News article titled, 'What Advisors Need to Know About Popular Long-Term-Care Products.''
Zach Hurst, CFP®
As the Vice President of Insurance Analytics for our partner, Valmark Financial Group, Tom Love is responsible for advanced life insurance case design, carrier and product analysis, product sales and marketing, development of analytical and educational tools, agent training and agency business development. He brings 25+ years of extensive experience in the life insurance space with experience in a carrier home office, independent agency environment and personal production. His work has been published in industry journals such as Worth Magazine, the Journal of Financial Services Professionals, and is a two-time Editor’s Choice Award Winner for the Journal of Practical Estate Planning. Mr. Love is also a national presenter on topics ranging from “Life Insurance Due Diligence” to “Reviewing and Evaluating the Family’s Life Insurance Holdings.” Mr. Love is author of Valmark’s Love Notes and author of several Valmark white papers. In addition to earning a BSBA in Risk Management and Insurance from the University of Georgia, Mr. Love is a Chartered Life Underwriter® (CLU®) and a Fellow of the Life Management Institute (FLMI) and holds Series 6 and 63 registrations as wells as Ohio Life, Health and Variable licenses.
Tom Love, CLU®, FLMI
As a Senior New Business Specialist for our partner, Valmark Financial Group, Paula is responsible for the management of new business from our Member Offices. With more than 25 years of experience, she serves as an underwriting and administrative advocate with insurance carriers to assist in the best possible outcome for our Member Office insurance business. Ms. Jewett is a national presenter at Valmark’s Member Summit, and she is a Fellow of the Life Management Institute (FLMI) and an Associate of the Academy of Life Underwriting (AALU).
Paula Jewett, FLMI, AALU
As an Associate Financial Planner for our partner, Valmark Financial Group, Daniel Yergan is primarily responsible for working alongside our planning team in fulfilling our clients’ financial planning needs. This includes tasks such as initial plan development, plan recommendations, ongoing plan revisions and relevant financial planning research. Mr. Yergan holds a Bachelor’s degree in Finance from Youngstown State University. He also holds Ohio Life, Accident and Health, and Variable Products licenses as well as Series 7 and 24 designations.
Daniel Yergan
As the lead graphic designer for our back-office partner, Valmark Financial Group, Danny Myers is responsible for all visual and graphic design-related solutions for Valmark and our firm. His responsibilities range from the visual creation of internal marketing documents to crafting new logos and stationery as well as customized materials for our firm. Danny is the primary lead on the creative outlook for Valmark and our firm where he enforces all brand and design standards. Mr. Myers holds a Bachelor’s degree in Fine Arts – Graphic Design from The University of Akron.
Danny Myers
As an Associate Analyst for our partner, Valmark Financial Group, Alyssa assists Member Offices with life insurance case design, research and education. She helps build custom plans using Valmark’s life-insurance focused planning modules, runs insurance illustrations and prepares custom analyses for advisors to present to their clients. She also supports senior members of the Insurance Marketing team in their initiatives. In addition, Ms. Sedlon specializes in loan repayment designs and product transition, including market research and working with carrier contacts to stay current and well-informed on changes in our industry. She earned a BSBA in Financial Planning and Risk Management from The University of Akron and holds Ohio Life and Health licenses. She is a member of the international fraternity, Delta Sigma Pi, as well as the risk management organization, Gamma Iota Sigma.
Alyssa Sedlon
As Vice President of In Force Insurance Solutions for our partner, Valmark Financial Group, Michael leads the Valmark Policy Management Company (PMC) and Life Settlement teams. Michael is responsible for integrating strategies and solutions to maximize in force insurance business to best serve our clients. Previously, he was Manager of Practice Management at Securian Financial Services, Inc., a Senior Training Manager for Woodbury Financial Services, Inc., and Sales Manager for Ameriprise Financial Services, Inc. Mr. Michlitsch earned his MBA from the Opus College of Business at the University of St. Thomas and his BA in Management and Marketing from Bethany Lutheran College. He is a Chartered Retirement Planning Counselor℠ (CRPC®) and carries the following Financial Services Designations: CFS, CIS, CFF, CES, CAS and CTS. In addition, he holds Series 7, 24 and 66 registrations as well as Life, Health, and Variable Life and Annuity licenses.
Michael Michlitsch, MBA, CRPC®