R. Miller & Associates

Personalized advice to help you achieve your goals

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

We take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, we can help you feel confident, connected and always in control of your financial life.


Advisors

Richard R Miller

Richard R Miller

Private Wealth Advisor

Visit Richard R Miller's website
Thomas Pelley

Thomas Pelley

Financial Advisor

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Amanda Willey

Amanda Willey

Associate Financial Advisor

Visit Amanda Willey's website
Jose L Garcia

Jose L Garcia

Associate Financial Advisor

Visit Jose L Garcia's website

Team

Amy Alpert

Amy Alpert

Client Relationship Manager,

CERTIFIED FINANCIAL PLANNER™ practitioner
Tracy Dolan

Tracy Dolan

Client Relationship Manager

Meaghan Harper

Meaghan Harper

Client Relationship Manager

John Koterbay

John Koterbay

Client Relationship Manager

Jacqueline Miller

Jacqueline Miller

Client Relationship Manager

Kyle Tandet

Kyle Tandet

Client Service Coordinator

Nicholas Brasesco

Nicholas Brasesco

Financial Planning Specialist

Giovanna Casey

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ practitioner
Michelle Consoles

Michelle Consoles

Financial Planning Specialist

Callie McOsker

Callie McOsker

Financial Planning Analyst,

Certified Public Accountant

Joseph Murney

Financial Planning Specialist

Lauren Bauer

Lauren Bauer

Administrative Assistant

Donny Heenan

Donny Heenan

Operations Manager

Qualifications

  • SHRM-SCP
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Julie Miller

Julie Miller

Practice Manager

Brian Pagano

Brian Pagano

Operations Director,

Chief Operating Officer
Rebecca Wilson

Rebecca Wilson

Executive Assistant