We do what we love — help you. We’ve assembled a team of knowledgeable professionals to coach, guide, and empower you to achieve your financial success. Our goal is to provide clarity, confidence, and capability.
“The Surest Path to Success is the Path Most Clearly Defined”
Robert G. Miller, CFP®
Founder and President
With over forty years of experience in the financial services industry, Rob believes that learning is imperative to understanding and taking goal-directed action leads to success. Our team’s unique approach to financial planning begins with getting to know you, then equipping you with the knowledge, strategies, and techniques to increase your confidence and clarity. Our process provides you with the capability to realize your financial goals for the future.
In his free time, Rob enjoys running with his wife Ellen, having completed 10 marathons, traveling to visit their children, and relaxing with their pets. Rob has always gravitated toward leadership roles, including decades in scouting, martial arts, and coaching his children’s sports teams.
“The Main Thing is to Keep the Main Thing the Main Thing”
Lindsay Franks, CFP®
Director of Financial Planning
Lindsay can do it all. From ensuring your questions are answered and your needs are addressed (no matter how big or small), working closely with 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, her Florida Health, Life and Variable Annuity License, and has earned her CERTIFIED FINANCIAL PLANNER® designation. 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.
Allie Miller, CFP®
Certified Financial Planner®
Allie has worked in the Financial Services industry since 2015, specializing in financial planning for business owners and executives, their families, and company retirement plans, such as 401(k) Plans, 403(b) Plans, and Simple IRA Plans. She enjoys helping clients understand financial concepts that help them to build their confidence, capability, and create more favorable financial futures.
Allie attended The University of Akron, graduating with a bachelor’s degree in Financial Planning. During her years at The University of Akron, Allie worked at Valmark Financial Group in the financial planning, investment, and insurance departments. Upon graduating from UA, Allie completed her FINRA Series 7 and Series 66 exams and earned her CERTIFIED FINANCIAL PLANNER® designation.
Allie enjoys snowboarding and traveling across the country with her golden retriever, Jackson. Allie is in the process of finishing her conversion of an ambulance into her home on wheels, learning electrical, plumbing, carpentry, and welding along the way. Allie is also a talented pastry chef and enjoys baking desserts and decorating cakes for loved ones.
Client Service Associate
Samara is an integral part of The Miller Financial Group Team and The LifePlan Design Process™. She is responsible for duties relating to planning and analysis, research and marketing, and client support under Lindsay’s leadership and guidance. Samara uses her analytical skills to assist with special projects relating to the creation and updating of financial plans, asset allocation, and contract and policy analysis. She also helps with record keeping, ensuring we are up to date, accurate, organized, and secure.
Samara graduated from Touro College in Chicago, IL in 2018 and then moved to sunny South Florida, from Milwaukee WI. She participated in the Northwestern Mutual college financial internship program and became one of the top interns. She enjoys spending time with family and friends and traveling. She especially enjoys going to the beach with her nieces.