Check out my background on FINRA's BrokerCheck
Mike is the President of Miller Financial Private Wealth Management, LLC 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.