R. Miller & Associates

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


Advisors

Richard R Miller

Richard R Miller

CFP®, ChFC®

Private Wealth Advisor

Chief Executive Officer of R. Miller & Associates
Visit Richard R Miller's website
Thomas Pelley

Thomas Pelley

Financial Advisor

Visit Thomas Pelley's website
Jacqueline Miller

Jacqueline Miller

Associate Financial Advisor

Visit Jacqueline Miller's website

Team

Tracy Dolan

Tracy Dolan

Client Service Manager

Meaghan Harper

Meaghan Harper

Client Relationship Manager

John Koterbay

John Koterbay

Client Relationship Manager

Jennifer Leite

Jennifer Leite

Client Relationship Manager

Gina Palumbo

Gina Palumbo

Client Relationship Manager

Kyle Tandet

Kyle Tandet

Client Service Coordinator

Callie McOsker

Callie McOsker

Financial Planning Analyst,

Certified Public Accountant
Nicholas Brasesco

Nicholas Brasesco

Financial Planning Specialist

Giovanna Casey

Giovanna Casey

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ practitioner

Tatyana Karayeva

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ practitioner

Qualifications

  • CIMA®
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Michelle Consoles

Michelle Consoles

Financial Planning Assistant

Tam Tranvu

Financial Planning Assistant

Scott Wilson

Scott Wilson

Financial Planning Assistant,

Certified Public Accountant
Lauren Bauer

Lauren Bauer

Administrative Assistant

Rebecca Wilson

Rebecca Wilson

Executive Assistant

Julie Miller

Julie Miller

Practice Manager

Brian Pagano

Brian Pagano

Operations Director,

Chief Operating Officer
Donny Heenan

Donny Heenan

Operations Manager,

Human Resource Manager

Qualifications

  • SHRM-SCP
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Christina Cobas

Christina Cobas

Marketing Manager

Marissa Walsh

Marissa Walsh

Operations Specialist,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR℠