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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.”

Andrew G. Paschal

Strategic Assistant

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

Andrew is earning a double Bachelor’s Degree in Finance and Business Economics from Florida Atlantic University.  He is also a member of The Investors Association at FAU.

Our  Strategic  Partners

Caleb Nitz is the Vice President of Business Development for our partner, Valmark Financial Group. His primary responsibility includes working with existing and potential Member Firms to integrate Valmark’s unique tools, resources and people to help them grow. Previously, Mr. Nitz led Valmark’s Insurance Marketing team, enhancing Member Firm services and delivering on key insurance offerings such as Life Assurance 360™. In addition to his FINRA series 7, 24 and 66 securities registrations, Mr. Nitz is a CERTIFIED FINANCIAL PLANNER™ professional and carries Ohio Life, Health and Variable Insurance licenses. He earned his BBA in Finance and Financial Planning from the University of Akron, Magna Cum Laude, with a Minor in Business Entrepreneurship. Mr. Nitz is a graduate of the Focus Leadership Institute [2008] and is a member of the Association of Advances Life Underwriting. In his free time, he enjoys skiing, bicycling and volunteering with his wife, Hannah. Caleb Nitz, CFP®
Partnering with independent financial advisors to assist in the financial success of their clients, James Dawson is responsible for designing financial plans for our partner, Valmark Financial Group. These plans provide a clear path towards achieving clients’ goals; while identifying risks that could be obstacles in reaching their goals and recommending solutions to best address each risk. Mr. Dawson earned a BBA in Financial Planning from the University of Akron, Summa Cum Laude, received First Place honors in the North Western Mutual Financial Planning Challenge, and Second Place nationwide in the CFP® competition. He holds Ohio Life, Health, Accident and Variable licenses, FINRA Series 7, 24 and 66 securities registrations and is a CERTIFIED FINANCIAL PLANNER™ professional. In his spare time, Mr. Dawson enjoys playing tennis and ultimate Frisbee, in addition to building disciples at his church. James Dawson, CFP®
Jessica Rorar is a Senior Planner for our partner, Valmark Financial Group, with a focus on investment solutions. She is primarily responsible for assisting Valmark with annuity case designs and policy reviews within clients’ retirement and estate plans. She also provides expertise for client needs involving retirement plans and pension risk transfer requests. Ms. Rorar earned a BBA in Financial Services from the University of Akron with a Minor in Spanish and graduated with Honors. Ms. Rorar holds FINRA Series 7, 24 and 66 securities registrations as well as Ohio Life, Health and Variable licenses and is a CERTIFIED FINANCIAL PLANNER™ professional. Jessica Rorar, CFP®
Judson Forner is the Vice President of Investment Operations for our partner, Valmark Financial Group. In his role, leads the teams directly responsible for processing all investment related business submitted through Valmark. In addition, he oversees the trading and RIA teams, manages relations with Valmark’s three custodial platforms and participates on the Product, DOL and Star RankingTM committees. Mr. Forner has presented on topics such as Money Management, Financial Planning and Annuities at Valmark Member Summit (formerly School of Life) and School of Excellence conferences, as well as higher education institutions such as Ursuline College and The Ohio State University. He has been quoted in industry publications including Barron’s, Bloomberg, CNBC, Financial Advisor Magazine, and Investment News. In addition to his FINRA Series 6, 7, 24, 53 and 66 securities registrations and his Ohio Life, Health and Variable Insurance licenses, Mr. Forner earned a BBA from The Ohio State University with a focus in Finance. He is also a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED RETIREMENT PLANNING COUNSELORSM. Judson Forner, CFP®, CRPC®
As a 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 is a national presenter for the Valmark School of Excellence in addition to various industry conferences. Mr. Noss earned his BA in Philosophy and Communication from Saint John’s University. He is 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 Planning for our partner, Valmark Financial Group, with a focus on insurance solutions. In his role, he analyzes estate, business and retirement planning strategies specializing in life and long term care insurance. In addition to his FINRA Series 7 and 24 securities registrations, as well as Ohio Life, Health and Variable licenses, Mr. Jackson is a Chartered Life Underwriter® and a CERTIFIED FINANCIAL PLANNER™ professional. He holds a bachelor’s degree in Marketing and Business Administration from Indiana Wesleyan University, an MBA from Palm Beach Atlantic University. Phil Jackson, MBA, CLU®, CFP®
As an Associate 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 BS in Personal Finance and Corporate Finance from the University of Akron. In addition to a FINRA Series 7 securities registration, he holds Ohio Life and Health Insurance licenses and is a CERTIFIED FINANCIAL PLANNER™ professional. Carmen Donofrio, CFP®
Tyler Denholm is the Vice President of Investment Management and Research for our partner, ValMark Financial Group. His primary responsibility is overseeing the investment management process and conducting research for TOPS®, TOPS® Strategic Allocation Portfolios, and TOPS® Variable Insurance Trust. He earned a BBA in Finance and Real Estate from the University of Akron, Summa Cum Laude. In addition to his FINRA series 7 and 24 securities registrations, Mr. Denholm has earned the elite distinction of holding the right to use the Chartered Financial Analyst® designation. Tyler Denholm, CFA®
Zach Hurst is a 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 member offices with accumulation, income distribution, and legacy planning through various processes designed to best meet the unique needs of each of our clients. Mr. Hurst earned a BBA in Financial Services from the University of Akron, is a CERTIFIED FINANCIAL PLANNER™ professional, and holds FINRA Series 7, 24 and 66 securities registrations. In addition, he is licensed for Ohio Life, Health, Accident and Variable Life Insurance and is a Chartered Life Underwriter®. He has been recognized for Outstanding Work and Accomplishment in the Field of Financial Planning from the University of Akron’s Finance Advisory Board (2014) and has presented on financial planning topics at Valmark’s Member Summit (formerly School of Life) as well as at various College of Business courses and panels with the University of Akron. He has also been quoted in an Investment News article titled, What Advisors Need To Know About Popular Long-Term-Care Products. Zach Hurst, CFP®
Tom Love is the Vice President of Insurance Analytics for our partner, Valmark Financial Group. In his role, he 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. Mr. Love brings extensive experience in the life insurance space from Canada Life, Prudential, M Financial group, and most recently Insuralytics Group. In addition to his FINRA Series 6, 63 and 65 securities registrations and Ohio Life, Health and Variable licenses, Mr. Love is a Chartered Life Underwriter®. He has been published in industry publications such as Worth Magazine, Journal of Financial Services Professionals, and is a two-time Editor’s Choice Award Winner in Journal of Practical Estate Planning, and is a national presenter on topics ranging from Life Insurance Due Diligence to Reviewing and Evaluating the Family’s Life Insurance Holdings. In addition, Mr. Love is co-author of Valmark’s Love Notes and author of several Valmark white papers. He earned his BBA in Risk Management & Insurance from the University of Georgia. Tom Love, CLU®, FLMI
As a New Business Specialist for our partner, Valmark Financial Group, Paula Jewett is responsible for the management of Member Office New Business. With her 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 Valmark’s Member Office Insurance Business. Ms. Jewett is a national presenter at the Valmark School of Excellence. She is a Fellow of the Life Management Institute and an Associate of the Academy of Life Underwriting. Paula Jewett, FLMI, AALU