portrait of Mark B Miller

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • College Savings
  • Charitable Giving

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ABFP™

    Accredited Behavioral Finance Professional™
  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Active Lifestyle
  • Auto Racing
  • Coaching Sports
  • Movies & Entertainment
  • Soccer

Team Members

  • Mitch Rodia
    Associate Financial Advisor
  • Brenda Keating
    Sr. Branch Office Administrator
  • Corinne Newberry
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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