Our Team
Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.
Joe Miller, AIF®, AIFA®
Founder, Miller Financial Services
joe@millerfinancialplanning.com
Joe Miller has built a 30-year career in financial services. After earning a Bachelor of Arts in Economics and Business from Kalamazoo College in 1996, he began his career as a registered representative with New England Financial in Metro Detroit. In 1997, he founded Miller Financial Services in Marshall, Michigan, which has since been named one of USA Today's Best Financial Advisory Firms for 2026.
Committed to fiduciary best practices, Joe holds the Accredited Investment Fiduciary® (AIF®) and Accredited Investment Fiduciary Analyst® (AIFA®) designations. He serves a diverse clientele of individuals, businesses, and foundations, and has developed a distinctive specialty in retirement plan consulting, helping plan sponsors reduce their fiduciary liability through a documented, repeatable process.
Joe's work centers on non-profit retirement plans, with a particular focus on Michigan community colleges. Most recently, he partnered with TIAA to bring to life his vision for a cost-effective investment solution that offers lifetime income options to community college employees and their spouses or partners.
Isaac Lubbers is a graduate of Michigan State University and has earned a bachelor’s degree in finance with a focus on debt and capital structures. He joined Miller Financial Services in 2023 and is dedicated to helping people with complex financial situations. During his free time, he enjoys traveling, golf, and being active in nature. Isaac is native to Grand Rapids and enjoys cheering on the Griffins and Whitecaps.
Isaac Lubbers
Isaac@millerfinancialplanning.com
Grant Tesnohlidek
Grant@millerfinancialplanning.com
Grant brings nearly 20 years of experience in financial services to his role as Advisor at Miller Financial.
He began his career in client service at TD Ameritrade in 2007, where he developed a deep understanding of client needs and built lasting relationships. He worked his way up to a Financial Advisor Role at TDA, before moving on to Mutual of Omaha as a consultant to several Mutual offices throughout the country. Most recently, he has focused on Traditional Fixed Income vehicles and Alternative Investments as a Regional Director for both Weitz Investment Management & Burlington Capital Real Estate. Grant is now focused on helping Miller Financial communicate its expertise and reach clients who need guidance, as an Investment Advisor at Miller Financial.
This diverse background—spanning client service, investment advice, sales and marketing—gives Grant a unique perspective. He understands the full client journey and can anticipate needs before they arise. He is committed to helping clients navigate complex financial decisions with clarity and confidence.
Grant is a graduate of Creighton University and holds a Bachelor of Arts degree in Psychology. In his free time, Grant enjoys spending time with his wife and three boys, and coaching youth hockey and lacrosse.
Alex is a graduate from Kalamazoo College and holds a Bachelor of Arts degree in Business. He joined Miller Financial in 2018 and is passionate about designing plans to fit each client’s unique situation. Alex is committed to developing long-lasting relationships with his clients and helping them meet their retirement and investment goals. As a former athlete at Kalamazoo College, he enjoys playing golf and staying active in his spare time.
Diane Shank
diane@millerfinancialplanning.com
Diane Shank is the retirement plans coordinator for Miller Financial Services. Diane’s role is the day to day communications with the retirement plan clients and their participants. A graduate of Indiana University, Bloomington, Diane helps with processing paperwork including loans, enrollments, distributions, and rollovers. Diane came to Miller Financial in 2016 after 18 years at Homer Community Schools.
Leo joined Miller Financial Services in 2026, where he prepares tax returns and tax projections for clients. He holds a Bachelor of Science degree in Accounting, Finance, and Business Management from Manchester University. Leo also earned an MBA with an emphasis in accounting. He is currently pursuing his CPA license.
