Mark J. Miller is a Certified Financial Planner™ and a partner of Focus On Success. Mark’s expertise and experience in Social Security, retirement income, investment management, and insurance planning grounds his relationships in trust and confidence with clients and strategic partners.
Ideas have value. Through utilizing Focus On Success’ unique planning processes, our team brings creativity to our client’s tax, retirement and legacy goals. And our commitment to service builds further to the trust and confidence our clients have in their planning.
Born and raised in Toledo, Ohio, Mark went on to graduate with honors from Xavier University and remains an avid fan of Xavier basketball today. A member of Blessed Sacrament church, Mark’s personal interests include golf, cooking and his kid’s activities.
Mark currently resides in Lakeside Park, Kentucky, with his wife Lauren, two children, Emma and Jonathan.
Xavier University, Bachelors of Science in Business Administration
CFP® – Certified Financial Planner
Series 7, Series 63 Registrations
Health and Life
Birthright of Greater Cincinnati – Board Member
Faith Community Pharmacy – Board Member
Redwood – Investment Committee Member
Xavier University Mentor Program