Millennium Planning Group, LLC

Matthew Rubush is a financial advisor at Millennium Planning Group, LLC with four years of industry experience. He holds a Series 65 designation and has prior experience as a CPA and tax professional, including operating his own bookkeeping and tax firm. Outside of his advisory role, he serves as president of Old House Bookkeeping & Tax, LLC, where he prepares tax returns and provides bookkeeping and tax planning services. Millennium Planning Group, LLC offers investment advisory and financial planning services to individuals, charitable organizations, and business entities, managing approximately $34 million in client assets. The firm employs a mix of analytical approaches and provides ongoing portfolio management, including oversight of third-party managers, with services extending to retirement plan consulting and investment management within insurance contract subaccounts.

Michael Whitman is a CFP® professional with 16 years of industry experience, currently serving at Millennium Planning Group, LLC. He previously worked at Lincoln Financial Securities and Millennium Insurance, LLC. Outside of his advisory work, he serves as Treasurer for the Pittsboro Elementary School PTA, where he develops financial procedures and manages PTA funds. Millennium Planning Group provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a combination of fundamental, quantitative, technical, and modern portfolio theory analyses, managing accounts primarily on a discretionary basis and utilizing both in-house and third-party strategies.

Dana Gower is a financial advisor at Millennium Planning Group, LLC with 22 years of industry experience. He holds Series 65 and Series 66 licenses and has worked in various capacities including self-employment and positions at Chariot Advisors/Olympia Advisors, Nationwide Securities, Osaic FA, Inc., and Equitable Advisors. In addition to his advisory role, Dana is an author and speaker who provides non-investment counsel and educational training on topics such as careers, ethics, digital assets, and AI. Millennium Planning Group, LLC offers investment advisory and financial planning services to individuals, charitable organizations, and business entities, managing approximately $34 million in client assets. The firm employs a blend of analytical methods to construct and monitor portfolios and provides ongoing portfolio management, retirement plan consulting, and third-party manager oversight.