Todd Headshot

Todd Miller | Managing Partner

FSCP® | Financial Advisor*

Who I Work With

Coaches, educators, business owners, professionals, individuals, and families.

About Todd

As Managing Partner of Greenstone Financial, Todd brings 10 years of experience in the financial services industry, including eight years in management and leadership roles. He works closely with coaches and educators, helping them make informed financial decisions while building strategies around retirement, investments, protection, and their long-term goals.

Todd also plays an important leadership role within Greenstone, helping train and develop the next generation of financial professionals. Drawing on his years of management experience, he works with newer advisors to strengthen their planning knowledge, develop their practices, and build lasting relationships with the clients they serve.

Todd is also a member of the National Association of Insurance and Financial Advisors (NAIFA), a professional association focused on advocacy, education, professional development, and ethical standards within the financial services profession.

Outside Greenstone

When Todd isn't working with clients or developing advisors, his favorite role is being a dad. He spends much of his time outside the office with his two daughters and values the opportunity to be present for the moments that matter most.

Luke Headshot

Luke Metzger | Financial Professional

Who I Work With

Professionals, individuals, and families.

About Luke

Luke works with clients to bring clarity and direction to their financial decisions. He believes good financial strategies starts with understanding not only what you're doing, but why you're doing it. His approach focuses on simplifying complex financial concepts, identifying what matters most to each client, and helping build a strategy they can understand and feel confident moving forward with.

In addition to working with clients, Luke supports the Greenstone team with key aspects of case preparation, documentation, and follow-through. His attention to detail helps keep the planning process organized and ensures important next steps are carried through efficiently.

Outside Greenstone

Outside the office, Luke is an avid car enthusiast and enjoys spending time fly fishing. Whether he's around cars or out on the water, he appreciates the opportunity to step away, get outdoors, and spend time doing the things he enjoys.