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Thomas Miller is a leading authority on practice management techniques for financial advisors. He is a consultant to advisors throughout the country and assists his clients in building profitable books of business with high levels of recurring revenue. Thomas is a CERTIFIED FINANCIAL PLANNER™ from the Certified Financial Planner Board of Standards, Inc. During his time as a CFP® practitioner, Thomas focused his practice on partnering with business and families to develop strategies to protect, grow, and distribute wealth over lifetimes and generations of financial success. His professional specialties included comprehensive financial planning, retirement planning, estate analysis, wealth management, risk management, business succession planning, executive compensation design, and retirement plan benefit evaluation and design.
Thomas and his wife Margaret live in Marietta, Pennsylvania. They have two twin children, Harrison and Josephine.