Joshua E. Miller

Managing Director

My Team

I take customer service very seriously. So does my team. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your planning, submit a claim or request any other service, please let us know. We will respond promptly.

 
Elizabeth Fiorella

Elizabeth Fiorella

Director of Client Services
Office 270-663-0607
 

Hailey R Wilkerson

Office Manager
Office 270-663-0607
 

Lucas T Bartnick

Associate Financial Representative
Office 812-471-2200
 

Shioban Gantt

Office Coordinator
Office 812-471-2200
 
Laurie J Miller

Laurie J Miller

Director of Operations
Office 812-471-2563
 
Jonathan Scott Eastham

Jonathan Scott Eastham

Office 812-471-2200
 
 

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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.