The Team
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. READ MORE
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. READ MORE
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. READ MORE