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.
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 CONLAN
Coach
As a coach and results-oriented senior leader, Julianna Conlan takes pride in helping financial professionals develop and implement effective strategies and practices to achieve success in both business and life. With over 30 years of experience in the financial services industry, her expertise spans risk and controls management, talent development, and process efficiency.
Julianna began her career by gaining a comprehensive understanding of the retail brokerage business from the ground up. She later transitioned into leadership roles, managing retail operations and risk and control organizations before joining Vanguard Investment Management Company. At Vanguard, she held several department head roles, overseeing areas such as FINRA regulatory compliance, division and corporate communications, talent development, and internal business consulting.
Driven by a relentless pursuit of progress, Julianna specializes in creating and rebuilding straightforward, practical solutions through plain talk and a no-nonsense approach. She has a proven ability to foster engaging, fun, and high-performing team environments that deliver tangible value through exceptional client and employee experiences.
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Energized by collaboration and continuous improvement, Julianna brings a track record of increasing business value and an unwavering positive outlook to every endeavor. She approaches each opportunity with enthusiasm and determination, ready to help others succeed. Let’s go!
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.