About Econologics Financial Advisors

About Econologics Financial Advisors

Econologics Financial Advisors, LLC (EFA) is a full-service, Federally Registered Investment Advisor firm* and insurance agency providing comprehensive financial planning services nationwide** using a proprietary system called Econologics®.

Our Results-Based Financial Planning® system helps uncover the value of your hard work, enabling you to live life on your own terms.

The bottom line is you’ve made a number of sacrifices to get where you are, and you deserve to reap the benefits of your hard work. Econologics Financial Advisors uncovers and addresses many of the major reasons why private practice owners don’t meet their financial goals. 

Our expert team will guide you using our innovative, proprietary tools. Let go of your “I don’t knows” and feel certain of your financial future.

*Registration as an Investment Advisor does not imply any level of skill or training.

**See Legal Disclaimer here for more information.

Meet the Econologics
Financial Advisors Team


Diane N. Hart

Chief Executive Officer, Co-Owner

As a former occupational therapist in private practice, Diane knows what it takes to help healthcare business owners achieve financial success. She’s a graduate of the Ohio State University and spends her free time kayaking, hiking, cooking, traveling, and relaxing with her cats, Stella and Izzy.

Eric S. Miller

Chief Financial Advisor, Co-Owner

For Eric, there’s no greater feeling that inspiring practice owners and helping them eliminate financial uncertainty. His specialty is creating and implementing the Econologics Roadmap and ARMoR annual reviews for clients, allowing them to reach their goals now and far into the future.
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Eric Gersch

Financial Advisor

Josh Abrahamson

Financial Advisor

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Zach Abbotoni

Financial Advisor

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Liam Black

Financial Advisor


Mendy Frost Heinz

Director of Marketing & Sales

Annette Jonsson

Director of Business Development

Joseph Esposito

Director of Delivery

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Frank Schiro

Director of Operations

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Cody Goldstein

Econologics Specialist


Ronda LeBlanc

Econologics Specialist


Cheryl Fisher

Financial Planner Service Assistant

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Mike Samulski

Financial Planner Associate

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Michael Tancreti

Paraplanner Associate

Brandon Marsh

Brandon Marsh

Financial Planner Assistant

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Donna Roberts

Sales Concierge

Becki Johnson

Rebecca Johnson

Office Manager