259 Regency Ridge Drive
Dayton, OH 45459


(937) 436-0400


(937) 436-7984

Our Team

Harlan V. Miller, CFP®, CLU, ChFC

Harlan Miller has been in the Financial Services Industry for 40 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 and the Dayton Area Chamber of Commerce. He also belongs to several professional organizations including the Planned Giving Council of Greater Dayton, the National Association of Insurance and Financial Advisors, and the Society of Financial Service Professionals. He has spoken at numerous meetings and conventions for the financial services profession over the last 30 years throughout the country.

Harlan grew up in the Dayton area, and he and his wife Kathy currently reside in Washington Township. They have four children ranging from ages 22 to 34. They also have five grandchildren. Harlan and Kathy are both active members of SouthBrook Christian Church.

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Carrie E. Ward

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. 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 Matt currently reside in Xenia 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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Matthew V. Miller

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. He is currently a Registered Representative of Cetera Advisor Networks LLC.

Matthew is an avid outdoorsman and especially enjoys hunting and fishing. He grew up in and currently resides in Centerville.

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