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- Bob Miller, President
I am a Peoria native and graduated from Richwoods High School in 1983. I received my BA in Economics from Indiana University in 1987 and became series 7 registered in 1988. I then received my Principals registration (series 24) in 1995 with LPL Financial, the nation’s largest independent broker dealer*. I founded Investment Strategists at Better Banks, whose focus is being a good steward in the financial affairs of individuals and families. I believe in community service, supporting qualified charitable causes, and I am a Paul Harris Fellow Rotarian. My personal mission is “To make a positive impact on every person I come in contact with”.
*As reported in Financial Planning Magazine, June 1996-2015, based on total revenue.
I like to visit new places around our beautiful world, and every minute I am able to spend with family, friends, and clients. But I truly love what I do for clients so I consider work “fun” time as well. Do what you love and you’ll never work a day in your life is mostly true in my case, I am happy to say.
My wife helps at our office sometimes, but her main job is positively influencing children through the sport of swimming. She is an excellent swim coach and person in general (sorry to brag about her but I would say she is a great person even if I wasn’t married to her). My oldest daughter graduated from Stevens Institute of Technology in Hoboken NJ in 2015 and is enjoying her career in her field of study, biomedical engineering. My next oldest daughter is a senior at Loyola University in Chicago and is in pursuit of a medical degree of some kind to eventually be a Physician’s Assistant or MD perhaps. We are very proud of her as well. My son is a high school senior and displays many personal traits that would and do make a parent proud. We just started the college search process with Jeff and are excited about him pursuing his hopes and dreams.
- Brad Davis, LPL Wealth Consultant
Brad has been a professional within the financial services industry for nearly one decade. He has experience within personal and business banking, financial planning, and insurance. He is a graduate of Western Illinois University (WIU) where he earned his Bachelor of Business in Management. While at WIU, he interned with the Northwestern Mutual Financial Network. Upon graduation, Brad accepted a position at J.P. Morgan Chase, where he became Vice President of Investments for the Central Illinois area. In 2014, Brad joined LPL Financial where he began to build his own financial planning practice. In 2015, Brad merged his business with Investment Strategists at Better Banks, with whom he currently practices. Brad is an avid outdoorsman and diehard Illinois sports fan (minus the White Sox). He resides in Germantown Hills with his wife, Marianne, and their four children Madison, Sophia, Tage, and Caleb. He is passionate about bringing first-class service to his clients and bettering their lives through finding and implementing customized solutions designed to work toward meeting their goals.