Meet the Team
Success cannot be achieved without hard work, discipline and a long-term focus. Since 1975, our team has been providing customized financial planning and disciplined investment management to individuals and businesses. Over this tenure we have built a team that has combined experience in excess of 200 years and an unyielding desire for results that can only come from experience.
- Quote from Jeffrey W. Miller, CLU®, ChFC®, AEP®
- Donald V. Creech, CFP®, CLU®, ChFC®, CLTC, RICP®