The Ultimate Checklist for Navigating Retirement

Use Our free 3-Part Checklist to help you feel more confident and supported as you explore your options.

Let’s Grow Together

At The Miller Financial Group, we’ve assembled a team of knowledgeable professionals blending years of experience with innovative, modern planning ideas to coach, guide, and empower you to achieve your financial success

Meet The Team

Team Photo

We do what we love — help you.

We’ve assembled a team of knowledgeable professionals who blend years of experience with innovative, modern planning ideas to coach, guide, and empower you to achieve your financial success. Our goal is to provide clarity, confidence, and capability.

Rob

Robert G. Miller, CFP®

President and CEO

Lindsay

Lindsay Torres, CFP®

Chief Operating Officer

Allie

Allie Miller, CFP®

Chief Growth Officer

Samara

Samara Block

Client Service Specialist

Gabe

Gabe Christensen

Financial Planning Associate

Meet our strategic partners

As a team of independent financial advisors, we collaborate with specialized professionals to craft and implement your comprehensive Financial Plan Blueprint, helping you strategically and holistically plan your future.

Sandy Grant, CPC, QPFA, ChFC

Retirement Plan Specialist

Laurel Leonard, CPC, QPA, QKA

Retirement Plan Specialist

Nicole Rigsby-Cheek, QKA, CPFA

Director of Retirement Services

James Dawson, CFP®, CLU®

Manager of Life Settlements

Michael Tricaso, CFP

Senior Financial Planner

Michael Noss, FALU

Director of Underwriting

Phil Jackson, MBA, CLU®, CFP®

Director of Insurance Marketing

Carmen Donofrio, CFP®

Senior Financial Planner

Tyler Denholm, CFA®, CMT

Investment Management and Research

Zachary Hurst, CFP®, CLU®

Director of Financial Planning

Michael Michlitsch, MBA, CRPC®

Vice President of In Force Insurance Solutions

Dylan Timple, CFP, CLU

Insurance Analyst

Passion Is What Drives Us

We’re not just determined about doing great work.
We also love doing it. 

Passion Is What Drives Us

We’re not just determined about doing great work.
We also love doing it.