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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, 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.

 

Photo of Samara Block
  

Samara Block

Client Support Assistant

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.

 

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®
As the New Business Specialist at Valmark, Morgan actively manages all Life Insurance cases. She is responsible for reviewing applications, providing high quality customer service, and advocating on behalf of your clients with insurance companies. She holds a BBA in Financial Planning from The University of Akron.
Morgan Lee
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 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®
As an associate analyst on the insurance marketing team for our partner, Valmark Financial Group, Dylan Timple provides insurance-focused planning solutions to our clients. This includes survivor needs analysis and long-term care planning strategies. He holds a Series 7 registration as well as Ohio Life, Health and Variable licenses. He also holds a BBA in Finance from Kent State University.
Dylan Timple
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 an Associate Financial Planner for our partner, Valmark Financial Group, Michael reviews in force annuity contracts and generates Comprehensive Annuity Review and Evaluation Service Analysis, Guaranteed Retirement Income Plans, and our Annuity Analyzer reports to assist Member Firms and their clients in creating uniquely tailored and holistic financial plans. Mr. Tricaso holds his Series 7, 24 designations and earned his BSBA in Finance from John Carroll University.
Michael Tricaso