Our Team

Harlan V. Miller, CFP®, CLU, ChFC

Harlan Miller has been in the Financial Services Industry for 47 years since graduating from Miami University in Oxford, Ohio. He is credentialed as a CERTIFIED FINANCIAL PLANNER™, Chartered Life Underwriter (CLU) as well as a Chartered Financial Consultant (ChFC). He has been recognized throughout the industry as a highly successful and distinguished professional.

Harlan has actively served on various community boards and committees including the United Way of Greater Dayton. He also belongs to several professional organizations including the National Association of Insurance and Financial Advisors, the Society of Financial Service Professionals. Over his career he has spoken at numerous meetings and conventions for the financial services profession throughout the country.

Harlan grew up in the Dayton area, and he and his wife Kathy currently reside in Washington Township. They have four married children and six grandchildren. Harlan and Kathy are both active members of SouthBrook Christian Church.

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Matthew V. Miller, CFP®, WMCP®

Matthew joined Harlan Miller & Associates in June of 2011. He graduated from Miami University in 2011 with a Major in History and Minor in Business Legal Studies. In December of 2011, he obtained his Series 7 registration and in 2012 he completed a CERTIFIED FINANCIAL PLANNER™ certification program. In 2019, he completed the Wealth Management Certified Professional program through the American College and is currently in the process of completing further credentialing in retirement income.

Matthew grew up in Centerville and currently resides in Miami Township with his wife, Kensie, who works in the Centerville City School system, and their dog, Annie. Matthew is an avid outdoorsman and in his free time enjoys hunting and fishing. Matthew and Kensie attend Centerville Community Church.

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Carrie E. Ward, CFP®

Carrie joined Harlan Miller & Associates in August of 2009. She graduated from Cedarville University in 2001 with an education degree and spent the next 7 years teaching. In 2009 she completed a CERTIFIED FINANCIAL PLANNER™ certification program at Ohio State University as she prepared to change careers and obtained her Series 7 registrations as well. She is a member of the Financial Planning Association and is a Registered Representative of Cetera Advisors Network.

Carrie grew up in the Dayton area, and she and her husband Matthew currently reside in Xenia Township with their daughters Ella & Tressa and son Josiah. She enjoys being involved in the community. Carrie and Matt both attend Emmanuel Baptist Church.

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