Zach Miller

As a financial representative, my mission is to help individuals, families, and business owners bring clarity and efficiency to their financial planning. I believe financial success isn’t just about numbers—it’s about having a plan that aligns with your values, priorities, and vision for the future. My goal is to help you understand the impact of your hard work and build a strategy that protects what matters most. 

Raised in Rushville, Indiana and now based in Westfield, I understand the importance of creating financial security for the people and causes that matter most. As a husband and father, I know that every financial decision carries real-life impact—and that insight fuels my passion for helping clients protect what they’ve built and plan intentionally for the future.

With over 17 years in strategic finance and leadership roles at JPMorgan Chase, combined with a degree in Finance and Economics from Indiana University, I bring a thoughtful, analytical approach to financial planning. Whether you’re preparing for the future, navigating a life transition, or working to maximize your financial potential, I’m here to provide clear guidance, data-driven insights, and a long-term perspective tailored to your goals.

Whether you’re navigating a major life change, planning for the future, or seeking to make smarter use of your financial potential, I’m here to help you take the next step—confidently and efficiently.