My Process:

I’m a financial advisor working mainly in the following two areas: risk management (life, disability, and long term care planning) and wealth accumulation and preservation (401k/IRA plan design and estate and business succession planning). I absolutely love what I do.

When I meet with clients for the first time they often know what their financial goals are but they don’t know how to make them a reality. That’s where I come in.

I have a unique ability to see through the complex workings of a person's financials and to put together the most optimal plan for them based on their current situation and their future goals. 

My clients enjoy knowing they have a plan in place to get their money working for them in a tax efficient manner so they can focus on things they enjoy with the confidence that their financial plan is in good hands. 

I start by listening, by learning about you, your specific situation, circumstances, and your goals and dreams. I do more than create a planning solution, I build a personalized strategy specific to you and your situation and I help you along the way to achieve your goals. 

Over the last 10+ years as a financial advisor I’ve found that every situation is different based on a person’s circumstances and individual goals. But what isn’t different, what doesn’t change, is that the people who stick to the plan we put in place achieve their desired lifestyle. 

Things don’t have to be complicated, let me help you make things simple. 

The Northwestern Mutual Difference

Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.

Shaun P Miller, CLTC®

Financial Representative

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck