Our People

We are a financial firm committed to helping people pursue their financial goals. We offer access to a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals, and make informed decisions though our sound financial advice.

Our firm has a relationship with a variety of financial services companies, but we are an independent firm. Because we are not tied to a single company our loyalty is with you, and you have more options available.
 


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Mark R Miller, CLU, ChFC, CFP®
President and CEO

Mark began his financial services career in 1987 in Richmond, Virginia where he built a thriving business before relocating to Salt Lake City in 1994.  Among other accomplishments, Mark has carried the title of Investment Specialist for MMLISI Financial Alliances LLC, a national broker/dealer and served as Vice President of Financial Planning for a regional bank based in Salt Lake City. 

Mark graduated with a major in accounting at Brigham Young University where he had minors in Business and Spanish.  He authored a Spanish financial column in El Sol, an Hispanic periodical on the east coast.

Mark obtained the designation of Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC), from the American College; and is a Certified Financial Planner™ professional.  Maintaining distinctive designations shows Mark's commitment to his profession and his clients.


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Cheryl Rogers
Administrative Assistant

Cheryl tackles service-oriented work for our clients such as applications and paperwork, and handles it with a smile. In addition, she provides valuable insight and assistance with Marketing, and makes sure the office is running efficiently.


Insurance Strategic Partners

With Keystone Financial Edge (KFE), you get much more than a Certified Financial PlannerTM professional to help clarify your financial needs and goals.  Through our strategic partners, we can tap into the rich resources of seasoned insurance specialists for life, disability income, long-term care, home, auto, business insurance and more.  This professional network stands ready to provide timely advice to help us lay out a plan to fulfill your goals.  Once the business is in place, servicing teams are available to help make any adjustments that might be needed down the road.

Once you become a KFE client, you get access to an alliance of professionals who work with us to find the best values for your protection needs. Each of our strategic partners is a specialist in their field of expertise, and all are committed to finding the right coverage to meet your budget. What's more, there are no additional fees or charges for you to allow us to submit and handle the processing of your applications, keeping you in the loop through underwriting and providing future servicing. You have KFE to coordinate every aspect of your financial plan so everything harmonizes together.

We can simplify complex protection problems and find the most relevant products to solve them when an insurance solution is warranted.  This consultative and collaborative approach helps our clients make informed decisions around a wide range of risk management, business and legacy planning needs.

Working with a team of specialists, here are some of the many insurance companies we work with:



You deserve a high level of dedication, service, and attention to each area of your financial plan. By providing you with cutting-edge resources and support, we're here to help you excel in every area of your financial goals and objectives.

Contact us with your questions and requests.

H. Beck, Inc, Keystone Financial Edge, Inc, Pinnacle Insurance & Financial Services, LLC and any of our Insurance Strategic Partners are not affiliated.