A. Michael Miller, CLU, ChFC, AIF

A. Michael Miller, CLU, ChFC, AIF

President

Phone: (937) 390-0881
E-mail:
 

 

Mr. Miller is the President of Miller Financial Services, and has been assisting individuals in planning for their financial futures for more than 33 years.  He joined his Father, Richard A. Miller, CLU, ChFC, to form Miller Financial Services in 1982.  Mike is actively involved in developing his profession and serving the local community.  Mike and his wife Becky have two grown children: Tony and Randy.

Professional

Mike holds the following professional designations:

Chartered Financial Consultant (ChFC) -  The ChFC designation is the "Advanced Financial Planning" designation conferred by The American College

Chartered Life Underwriter (CLU) -  The CLU designation is the most respected designation of insurance expertise conferred by The American College.

Accredited Investment Fiduciary (AIF) -  Advisors who have earned the AIF designation have a thorough understanding of the fiduciary standard of care and its application.  The AIF designation is conferred by the Center for Fiduciary Studies through fi360 and is the leading Fiduciary training and resources organization in the U.S..

He has also completed graduate level work in advanced estate planning and tax law.

He is a Registered Representative with the Financial Industry Regulatory Authority, Inc, and has the series 7, 24, 63 and 99 licenses.  He is also a licensed Life, Health and Annuity Agent.

He is a Registered Principal with Cambridge Investment Research, Inc. and Investment Advisor Representative Associate with Cambridge Investment Research Advisors, Inc.

Mike has served in many leadership roles in the financial services industry including:


Past President and Chairman of the Board
Society of Financial Service Professionals, Dayton Ohio  

Past President and Chairman of the Board 
Society of Financial Service Professionals, Springfield Ohio

Founding Member
Society of Financial Service Professional's P.A.C.E. program 

Vice President and Investment Committee Chair
Springfield Catholic Central School Foundation

Community

He has also served the community in many activities including as a member of the Springfield Tennis Patrons Board of Directors and as a coach for the Springfield Thunder Select Soccer Team.