Gary L. Rathbun CEO
Well known to radio listeners nationwide, Gary Rathbun has been helping clients with their wealth management for more than three decades. Gary attended Adrian College in Adrian, Michigan from 1974 to 1978, majoring in political science and psychology. He received his Chartered Life Underwriter (CLU) certification in 1987 and his Chartered Financial Consultant (ChFC) in1988, both from The American College in Bryn Mawr, Pennsylvania. He received a master of science degree in financial services (MSFS) in 2000.
Gary is a licensed principal and Investment Advisor Representative (IAR) throughout the United States. He is the co-author of the Charitable Giving Handbook published by The National Underwriter, The Perfect Legacy published by High Net Worth Press, Wealth Accumulation for Dentists published by MCO Press, Giving Wisely published by Giving Capital, and most recently Wealth Preservation for Physicians from Wealth Management Press.
Gary has been quoted in and written dozens of articles for a many financial publications, including The Chronicle of Philanthropy, Private Asset Management, Financial Planning, Business Venture and Probe, National Underwriter & Financial Advisor, Private Wealth Magazine, Elite Traveler, andDental Economics,among others. Gary also hosts the radio show “After the Bell”, airing M-F at 4:06 ET on Clear Channel WSPD, 1370 on the AM channel. As a much-sought-after speaker, Gary travels throughout the country speaking to various groups and working with private individuals and companies.
Gary and his family live in the rural area outside of Toledo.
Douglas S Miller, CLU, ChFC, CFP® President
Doug serves his clients with more than 25 years experience in the investment and wealth management field. He is a Certified Financial Planner (CFP®) practitioner as well as a Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC). Doug is also a member of the Financial Planning Association and the Toledo Estate Planning Council.
Much of Doug’s business has focused in the qualified plan area, being one of the country’s 5000 Elite Defined Contribution Advisors measured by number of plans serviced and asset size. He also spends a significant time helping businesses with their cash flow and financing issues within a trademarked process called Business Vision Solutions™.
Doug is a graduate of Bowling Green State University in Ohio with degrees in finance and insurance.
As an active volunteer, Doug has served on several local school committees and community boards including Neighborhood Properties, Inc. in Toledo, The Victory Center of Northwest Ohio, West Side Montessori School, and Brookside Church. Having a passion for the school funding problem in Ohio in particular, Otsego Local Schools is another place you might find Doug spending his time. He enjoys sports, particularly tennis and running, and helps coach children’s baseball and softball teams. Reading, being a necessity in the world of finance, is also a passion; preferred reading includes biographies of successful people, business development books, and for fun, techno thrillers. His favorite author is Robert Ludlum.
Doug, his wife, Tonya, and their children, Max and Kaila, live in rural Bowling Green.