Northwestern Mutual welcomes Matthew R. Miller, CRPS® to their team where he will serve as Client Services Manager for Summit Financial Group. In his new role, he will serve as a client relationship manager and will be responsible for coordinating all insurance requests. Miller brings with him over 13 years of experience in financial services operations at Everence Financial. He holds the Chartered Retirement Plans Specialist designation issued by the College For Financial Planning (CRPS®).
Summit Financial Group is a financial planning/wealth management practice focused on providing clients with a distinctive experience that combines professional expertise and the power of Northwestern Mutual products and services. Summit Financial Group is committed to providing expert advice driven by time-tested strategies. The firm places an emphasis on personalized financial road maps that integrate investment plans and the right mix of insurance products to help reach clients’ goals.