Affiliated Teams

As of 2021, Egon Moldenhauer has taken over as principal and team lead of Dwight Moldenhauer Inc. While Dwight is looking forward to this next chapter, he still remains deeply involved with the high level operations of DMI, and acts as an Advanced Planning consultant on complex cases.

Founded in 1999, Dwight Moldenhauer Inc grew out of the many years of working with business owners and their key employees and hearing them express time and time again their needs, fears and desires. Business owners, for the most part, recognize that their success often came at the expense of their personal asset creation and wealth protection. Their largest asset is typically their company but their personal wealth accumulation needs and family protection outside of the company also need attention. These same business owners recognize that their key talent was and continues to be important to their success and they recognize that they will be critical to their succession plans.

Traditional benefits don’t provide the incentive to reward and retain the loyalty of these key people. Selective Executive Benefit Plans provide unique opportunities to help the business owner with these critically important business strategies.

For many years we have learned from key employees of successful companies what really matters to them. Typically it’s protecting their family’s income in the event something happens to them and an opportunity to build retirement funds. But in the absence of these benefits, it is a rare individual that won’t move on to a better offer at another company. Well designed benefits can provide true value that is targeted and selective and provide the business owner with current and future flexibility.

It is rewarding to work with companies that are committed to success. They enrich the lives of their employees and the very fabric of our community.

Elisabeth Hall and Julie Walker form the team of Miller Hall Financial Professionals located in Bemus Point, New York. They have worked together for over 12 years serving clients with friendly and knowledgeable advice.

Elisabeth (Beth) learned from her father, Craig Miller, about the importance of connecting with clients and guiding them toward a successful retirement. Beth focuses her practice on retirement and estate planning. She currently holds a JD degree from the University at Buffalo School of Law as well as a Master degree in Business from St. Bonaventure University. She assists clients with planning designed to protect their assets both for their own use and their legacy intentions.

Julie Walker joined Miller Hall Financial as Office Manager over a decade ago. She is an integral part of the office and addresses client needs with ease. Julie handles most client requests immediately due to her depth of knowledge in insurance, investments, and estate planning.

Beth and Julie look forward to sharing with you the unique approach to planning used at Miller Hall Financial. We enjoy building relationships with clients that last a lifetime. At Miller Hall, you'll find skilled professionals focused on making financial and estate planning both meaningful and enjoyable.