William Miller
Managing Director|CLTC®
Working together over a lifetime to help you realize your financial goals.
Get to know my dedicated team
Our team of expert professionals is committed to providing the best client service experience. Together, we ensure planning is executed and maintained in an efficient manner. We each bring unique areas of focus and expertise, and work collaboratively on attaining the most successful outcomes.
If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please contact any member of our team. We will be glad to help!
Diana L Nussbaum
Director of Operations
As our Director of Operations, Diana oversees the organization's daily business activities. She is responsible for managing the office’s resources, developing and implementing an operational plan, and ensuring that company procedures are carried out properly. Diana also serves as the Contract and Licensing Coordinator. She manages the onboarding for all advisors, representatives, and staff, guiding them throughout the contracting and licensing process with our Home Office, State Division of Insurance, and FINRA.