Dan Miller, CFP®
President / CEO
Dan grew up on his family’s Century farm working alongside his father and two brothers. Hard work and getting things done has always been his driving force. Coming from a rural background taught him the value of stewardship and service. Serving not only your community and neighbors, but also those who entrust you with their resources. This same philosophy helps he and Denise guide the firm today.
Dan has worked in the financial services industry for over 25 years. He has been a part of our financial services, tax planning, business services and investment firm since 2004. He and Denise have had the privilege of owning the firm since 2013.
Dan has published several articles in publications such as the Wall Street Journal, The Hill, Successful Farming, and Investopedia. In 2015, Dan published his 1st book -“Retirement Built to Last: Planning for When the Paychecks Stop.” The book was written to help retirees, business owners and professionals to better understand the importance of having a retirement income plan and how to design a work-optional retirement lifestyle.
Dan and Denise have two grown children, Andrea and Jackson, a daughter-in-law Nicole, and two grandchildren Beverly and LeRoy! They enjoy spending time with family, friends and spoiling their grandkids! They also enjoy traveling, craft breweries, and riding their UTV and ATVs! Dan also enjoy helping out on the family Angus ranch, watching college football, and cheering for the CHIEFS!