About Us

Anthony M Miller, CLU, ChFC, AIF

Richard A Miller, CLU, ChFC
A. Michael Miller, CLU, ChFC, AIF Anthony M. Miller II, MSFS Richard A Miller, CLU, ChFC
President Chief Operations Officer Dec 11, 1937 -  Jan 30, 2014


 

 


 



 



We founded Miller Financial Services upon principles that place the utmost value on your financial goals and objectives.  We practice under the guidance of the acronym "TINSTAAFL"  There is No Such Thing as a Free Lunch....

Whether you are planning for your retirement, setting up a college fund, or planning for your legacy, we can assist you in achieving your financial success.


A. Michael Miller, CLU, ChFC, AIF
Check out my background on FINRA's BrokerCheck

Mike is the President of Miller Financial Services and has been assisting individuals in planning for their financial futures for more than 40 years.  He joined his Father to form Miller Financial Services in 1982.  He 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 courses in Estate Planning and Tax Law.

He is a Registered Principal with Cambridge Investment Research, Inc. and holds the series 7,24,63 and 99 professional licenses.

He is a Investment Advisor Representative 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 
National Association of Life Underwriters, Springfield Ohio

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

Past Board of Directors Member and Investment Committee
Springfield Catholic Central School Foundation

Community:

Mike has served as a Board Member with the Springfield Tennis Patrons and as a Head Coach with the Springfield Thunder Select Soccer Team.

 

Anthony M Miller II, MSFS

Check out my background on FINRA's BrokerCheck
 

Tony graduated from Capital University in 2007 with a degree in business managment. After graduation he began his career at Morgan Stanley. He managed a team that serviced the firms ultra high net worth clients across the country. While working, he managed to go back to school and receive his Masters degree in Financial Services from the American college in 2019. After more than 10 years with Morgan Stanley, he decided it was time to team up with his father. Tony joined Miller Financial in November of 2020. Tony is happily married to his wife Andrea and is kept busy by a two year old, Mia. 

Professional

Tony holds the following professional designations:

Masters of Science in FIncanial Services (MSFS) - Expertise in wealth accumulation, taxes, investments and financial planning. 

Tony holds the series 7, 63, 66 and 99 licenses. 

 


Richard A. Miller, CLU, ChFC
Dec 11, 1937 -  Jan 30, 2014

Dick began his career in 1960 with The Prudential.  He left Prudential to found Miller Financial Services in 1982.  He was a lifetime member of the Optimist Club and lived his life as such.  He was most proud of his fifty-five year marriage to his Wife Mary Beth, the love of his life. 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck