Brian Miller, CFP, CRPC, APMA
Wealth Management Advisor
Brian has 22+ years of experience in wealth management.
Areas of focus:
- Retirement Planning Strategies
- Retirement Income Strategies
- Wealth Preservation Strategies
- Retirement Plan Distribution
- Tax Planning Strategies
- Cash Flow Management Strategies
Education:
- Bowling Green State University
- Bachelor's in finance
Community Participation:
- Volunteering for Junior Achievement
- Volunteering at the Ronald McDonald House in Cleveland
- Helping the Make-A-Wish foundation
Interests:
- Spending time with his family
- Golfing
- Scuba Diving
- Exercising
- Traveling