Meet our team of pros

at Care Resource.

Dan Miller, President

Dan Miller is President and CEO of Miller Financial Group and a 47 year resident of south Florida, serving in the financial planning, long term care insurance, investment advisory, and estate planning arena for  26 years.

Dan's goal is to educate clients as they discover their financial options for reaching their specific objectives.  His approach is quietly confident, instilling a sense of assurance and reciprocity among clients and peers alike.  Clients appreciate Dan's for his trustworthiness and his dynamic problem solving nature, counting his successes only when he’s achieved successes for his clients. His experience is unsurpassed thanks to his VA Accreditation.

 

- Accredited Veterans Administration Claims Agent

- Certified Medicaid Planner (C.M.P.)

- Certified in Long Term Care Planning (C.L.T.C.)

- Licensed Investment Advisor (I.A.R.)

- Licensed Florida Insurance Agent

Melissa Goldstein, VP of Operations

Melissa is the Vice President of Operations at Care Resource Planning and is a licensed Florida Insurance Agent.  She is in charge of the day to day operations at the firm while assisting Dan in helping seniors and retirees achieve their long term goals.