Joshua E. Miller

Managing Director

My Team

I take customer service very seriously. So does my staff. 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
Laurie J Miller

Laurie J Miller

Director of Operations
Office 812-471-2563

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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.