Our mission is simple: we focus on you. Every client represents a unique opportunity to custom design a successful financial plan. At Mid-America Wealth Management, we commit ourselves to helping you make intelligent, well-informed decisions. Because we actually listen to our clients, we understand their needs. By clearly comprehending where you are today and where you want to be tomorrow, we can craft a plan to help make those hopes a reality. Working together, we will explore the options and avenues to pursue the financial future you desire.
Richard D. Miller-Wealth Advisor An experienced Wealth Advisor, Richard has dedicated over 30 years to creating financial independence. Richard specializes in designing comprehensive, long-term plans which guide the accumulation, preservation, and—ultimately—the distribution of wealth to the generation that follows.
- Registered Wealth Advisor, LPL Financial (one of the nation’s leading independent financial service companies)
- Life and Health License (Kansas)
- Series 7, 24, 63, and 65 Registrations for General Securities
- BS in Business, Emporia State University
- Elder, Messiah Lutheran Church
Tammy Thomas-Operations Manager & Administrative Assistant
Efficient and friendly, Tammy manages all of the office operations. Having served as administrative assistant to Richard D. Miller since 1999, Tammy’s familiarity with clients and their account specifics allows her to deal efficiently with questions and service requests.
The Private Trust Company, N.A., (PTC) provides trust administrative services for individual and family assets and is licensed in all 50 states under its 1995 national banking charter. The bank does not engage in any lending or deposit taking, therefore specializing solely in providing fiduciary services.
PTC is regulated and examined by the Office of the Comptroller of Currency, a division of the U.S. Treasury Department, and is a member of the Federal Reserve Bank. Independent auditors audit PTC while its accounts are insured and bonded to protect client assets.
As an independent firm, we possess a freedom rare in the field of wealth management; this freedom allows us to provide you with unbiased solutions. Because we do not endorse or manufacture any proprietary products, we can explore all options to determine those which best fit your needs.
Our foundation is personal service. Our secret is simple: we care. We want to know your family dynamics, any special needs or concerns you have, as well as your goals and objectives. Armed with the knowledge of your needs and with our experience in the field, we provide the options and advice to guide you to your goals. Long-term commitment and friendly customer care help us build relationships that last for lifetimes and transcend generations.