DAVID MILLER
Founder and Coach
David Miller’s passion is to seek out better ways in everything he does and to share those insights with anyone who can benefit. As a business development consultant, David is dedicated to serving elite professionals and their companies. Over the years, he has worked with investment management firms, financial advisors, financial wholesalers, accountants, lawyers, and their firms to transform the way they conduct themselves and operate their businesses.
With more than 40 years of industry experience, David’s expertise spans management, business development, consulting, and technology. He began his career at a financial planning company before establishing his own firm, where he achieved success by implementing structured systems and processes.
During this time, David also designed some of the first software solutions to search for competitive estate planning and insurance products, compare their effectiveness, and integrate them into comprehensive financial plans. Following his experience as an individual advisor and manager, he specialized in consulting for the financial services industry.
Driven by his commitment to "find a better way," David has studied the best practices of top advisors and developed programs to help others implement proven strategies for success. He continually refines his coaching and consulting programs to stay aligned with the rapid changes in the world around us.
JULIANNA 'JULES' SARGENT
Practice Management Coach
Jules is a hands-on Practice Management coach with extensive experience in the financial services industry, including leadership roles at Morgan Stanley, RBC Dain Rauscher, and Vanguard Investment Company. A FINRA-licensed professional, she brings a deep understanding of retail brokerage, team development, and operational excellence to her work as an outsourced business manager. Her clients are high performing financial advisors and their teams; together they build scalable, efficient, and client-centered practices that drive revenue.
​
As a senior leader with Vanguard Investment Management Company, her leadership roles spanned overseeing operations, risk management and talent development. She led multiple enterprise-wide teams delivering customized solutions in corporate communications, internal consulting and talent development. These experiences solidified her reputation as a trusted partner who delivers value because of her genuine curiosity, problem solving and relationship management.
​
Throughout her career, Jules has been a sought-after speaker and facilitator, delivering keynote sessions, workshops, and leadership engagements for various organizations. Her customized programs on practice management and leadership development have helped numerous professionals at all levels strengthen collaboration and align talent and business goals with strategy. Known for her engaging style and practical insights, Jules consistently leaves a lasting impression, inspiring both confidence and connection among her clients. MORE...
​
Jules holds a Master’s in Organizational Development and Leadership from Saint Joseph’s University and is certified in Strategic Agility. She is a coach with Mindset Solutions where she helps advisors and their teams tackle a variety of issues. Energized by collaboration and continuous improvement, Jules brings a track record of increasing business value and an unwavering positive outlook to every endeavor.
​
Her philosophy is simple: find a better way by investing in people, enjoying the work, and always moving forward.
JANE YOUNGBERG
Program Coordinator
At Mindset Solutions, efficiency and organization are the cornerstones of success—and Jane Youngberg is the backbone that ensures everything runs seamlessly. A master of Standard Operating Procedures, Jane not only respects and follows them but actively enhances them to support the company’s mission.
Jane oversees all administrative aspects of the business, from website development, blog management, and podcast editing to booking appointments and accounting. Her meticulous attention to detail and proactive approach allow the entire team to focus on what they do best. We are incredibly fortunate to have her expertise and dedication.
Beyond her professional excellence, Jane brings an inspiring background to Mindset Solutions. A former professional ballet dancer, she trained at the prestigious National Ballet School in Toronto, Canada, and The Juilliard School in New York City, and performed with a Toronto based dance company, Ballet Jörgen, for a decade. After retiring, Jane taught ballet to all ages, and is also a certified Pilates instructor, teaching a variety of styles for over 20 years. She is a proud mother of two accomplished sons, a testament to her unwavering dedication both personally and professionally.