To mark the firm’s 60th Anniversary, Miller Financial Group, Inc. is excited to announce that as of January 1st, 2023, MFG will be marking a new “Milestone” in the life of the firm! Denise and I, and the staff, are excited to announce that the name of the firm will be changing to Milestone Financial Group, Inc.! With the new name and expanded services, Milestone Financial Group remains committed to providing retirement and financial planning, and investment management throughout the Midwest, and the entire country.
So why the name change? And why now? Over the past decade, we have been fortunate enough to be able to grow our team, our client base, and the services we offer. By using a true team approach, we have been able to leverage the talents and strengths of each person on our team to work together. This has allowed us to grow well beyond what myself, or any one advisor would be able to do on their own.
The ability to operate as a true firm marks a significant “Milestone” in the growth of any business. Having a team allows us to now function at scale, without Denise or I needing to be involved in every detail. Because of this, we felt that it was time to reflect this “Milestone” by changing the name.
Denise and I, along with Kaleb Robuck will continue to lead the firm, and we will continue to own the firm as before and have no plans of retiring anytime soon! Milestone Financial Group remains dedicated to providing the same professional level of service that our clients have relied on for the last 60 years.
A little history…
The firm was founded in Montgomery County, Iowa by Mildred Parker in 1963 as Parker Insurance Agency. In 1994, James and Jan Norris purchased the firm at which time they joined with Mildred to form Parker Norris Financial, Inc. It was at this time the firm expanded into a full-service Investment and Financial Services firm. In 2004, I joined the firm as an Investment Advisor Representative. In 2008, I furthered my professional training and joined the ranks of CFP® James Norris and CFP® Donna Carlson by also obtaining my CERTIFIED FINANCIAL PLANNER PROFESSIONAL™ designation.
In 2013, Denise and I purchased the firm from James and Jan Norris at which time the firm was renamed Parker Norris Miller, Inc. At this time, I became the President and senior advisor for the firm. Denise was appointed as Vice President and later joined the firm full-time in 2014 after a successful 26 year career with the Federal Government. In 2015, the firm name was changed to Miller Financial Group, Inc.
The MFG team is very proud of our heritage. This will serve as another Milestone which reflects the hard work our predecessors put into building a strong foundation for which we continue to build on.