255 W. Uwchlan Avenue
Downingtown, PA 19335

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Secure Planning Group, LLC &     Miller's Insurance Agency Inc.

 

Miller's Insurance Agency is proud to partner with Secure Planning Group LLC for all of our financial planning and advising needs.

Secure Planning Group is one of the nation's leading financial services companies. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. Through an affiliation with LPL Financial, Secure Planning Group, LLC offers independent financial planning services. Secure Planning Group, LLC, and LPL do not offer proprietary investment products or engage in investment banking activities; this means our advisors are not pressured or influenced by LPL to sell its products.


We are happy to offer in-house advisors to our clients here at Miller's; and while they may be SPG advisors, they are no doubt a proud part of the Miller's family. 

 

 

 

Financial Advisor
Contact Travis

Travis K. Boyer, MBA began serving his clients as a Financial Advisor and Investment Advisor Representative in late 2005. He has had past affiliations with Keystone Financial Management, M&T Securities, and First Niagara Investment Services. Travis provides professional advice that includes Corporate and Executive Planning, Individual Financial Planning Services, Protection Strategies and Retirement/Estate Planning. While having extensive experience in many fields, Travis has particular expertise advising clients in the healthcare, manufacturing, and education sectors (including PSERS educators and administrators). Travis takes pride in working hard for his clients' best interests and building long-term relationships. In his downtime, Travis enjoys spending time with his wife Stephanie and two daughters, Emerson and Vaeda, skiing and outdoor activities, and driving his Jeep. Travis is active with his local government as a zoning officer, and regularly volunteers with various organizations.

       

 

Jason Forsythe

Financial Advisor
Contact Jason

Jason Forsythe is a Financial Advisor at Secure Planning Group, LLC, with the independent firm LPL Financial. He’s been in the financial planning business since 2012, and has been with Secure Planning Group,  LLC in Downingtown since 2015, playing a key role in forming the agency’s Financial Service Department. He is licensed for life, disability, and long term care insurance, and holds Series 6, 63, 65, and 7 registrations for securities, through LPL Financial.


Financial Advisor
Contact Kevin

Kevin has earned the prestigious CERTIFIED FINANCIAL PLANNER™ designation. To acquire the CFP® designation, Kevin completed extensive exams in the areas of financial planning, taxes, insurance, estate planning and retirement. He has also earned his Series 6, 7, 63, and 66 registrations currently held through LPL Financial, and holds life, health, disability, and long term care insurance licenses. Kevin attended Shippensburg University where he majored in Business Management/Entrepreneurship. He started his financial services career in August 2010 at Northwestern Mutual afterwards transitioning to Miller’s Insurance Agency, and then moved to Secure Planning Group, LLC.

Harrison Bromley 

Life Insurance Specialist
Contact Harrison

Harrison  joined Miller’s Insurance Agency as a Life Insurance Specialist in November of 2017. Prior to joining the team, Harrison worked in the Wealth Management and Financial Services Industry.  He is licensed for Life and Health Insurance; he also holds his Series 7 and 66 for securities. He is an advocate for individuals and their families, aiming to protect them from the economic hazards of unexpected death, being too hurt or sick to work, and outliving their savings. Harrison is able to leverage the vast resources at Miller’s Insurance agency and LPL Financial to help clients achieve their goals. He believes in giving informed and unbiased advice to be in the best interest of each client. Harrison currently resides in Telford, PA, where he enjoys spending time with family and friends, golfing, and working out. He is also an active member of the Wissahickon Ice Hockey Club.

 

 

Julian Shortt

Risk Management & Protection Specialist
Contact Julian

Raised in the Philadelphia suburbs, Julian re-directed his career in 2017 as a risk management and protection specialist. Before joining Millers Insurance and Secure Planning Group, Julian operated and managed his family’s business for over a decade. His love for customer service and cultivating relationships focused on offering his customers more value. Transitioning into the financial services industry was natural for his customer-centric mindset. Through his years of business management, customer relations and sales, Julian's strength is building the long lasting relationships with his clients, as a trusted advisor. Properly identifying and understanding his clients concerns as an independent advisor gives Julian unbiased advice for his client’s best interests. In his downtime, Julian enjoys time with his family. As a recent restaurant owner and first time father, Julian enjoys spending free time in the kitchen creating memories with family and friends. His hobbies include weight training, running and trail walks with the family and dogs.


Tatiana DiSilvestro

Administrator
Contact Tatiana

Tatiana joined Miller’s Insurance Agency in March of 2015 as an administrative assistant for the Life and Financial Services Department. She also holds her Life Insurance Producer License. She enjoys interacting with clients and providing them with the right service support to meet their needs. In her spare time, she enjoys running as it releases some of the day to day stress of life. Her favorite race to participate in is the Blue Cross Broad Street Run. Tatiana enjoys spending time with her husband and four children. She loves summer and her favorite place to spend time with her family is the beach; in fact she loves the beach so much that she hopes to live near the ocean some day!

 

 

Please visit our new Secure Planning Group Website at www.securepg.net to learn more about what we do for our clients.

 

One of the greatest compliments that one can receive is a referral. 

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