Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
Richard E. Miller, Jr., CFP®Financial Advisor
Managing Director - Investments
In his free time, Rick enjoys the many cultural, entertainment and sports activities that Chicago has to offer. As weather permits, he bikes and plays golf and tennis. A Chicagoland resident since 1979, Rick is also a big Chicago sports fan. Rick and his wife, Marsha, share an interest of traveling the world and have two grown children, Jessica and Rick III, and two grandchildren.
Amy L. Zezulka-Garcia, CFPFinancial Advisor
First Vice President - Investment Officer
Amy is passionate about living a healthy lifestyle and enjoys spending her free time with her family. She and her husband, Ferdie, live with their daughter Emmy in the Northwest suburbs of Chicago. They are active in sports such as hockey, bicycling and golf and they also look forward to getaways at their Iowa family farm.
Richard E. Miller, IIIFinancial Advisor
Rick lives an active lifestyle in downtown Chicago and is passionate about fitness and sports as well as travel. He ran the Chicago Marathon, his first and the 40th anniversary of the event, with the Chicago Lights charity organization in 2017. 2021 saw Rick marry his wonderful wife, Morgan. She is also in the midst of high achievement while finishing her doctorate in I-O Psychology. They look forward to growing their family.
Why Invest With Us
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.