R. Miller & Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


close

Team photo for R. Miller & Associates
Team photo for R. Miller & Associates

View Larger


Advisors

Advisor photo for Richard Miller

Richard Miller

CFP®

Private Wealth Advisor

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

Thomas Pelley

Financial Advisor

Visit Thomas Pelley's website
Advisor photo for Sam Grosso

Sam Grosso

Associate Financial Advisor

Visit Sam Grosso's website
Advisor photo for Ryan Miller

Ryan Miller

APMA

Associate Financial Advisor

Visit Ryan Miller's website
Advisor photo for P Lennox Donlon

P Lennox Donlon

Associate Financial Advisor

Visit P Lennox Donlon's website


Team

Tracy Dolan

Tracy Dolan

Client Service Manager

Meaghan Harper

Meaghan Harper

Client Relationship Manager

Kristina Kiraly

Kristina Kiraly

Client Relationship Manager,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
John Koterbay

John Koterbay

Client Relationship Manager

Gina Palumbo

Gina Palumbo

Client Relationship Manager

Qualifications

  • CMFC®
  • CRPC®
  • CRPS®
View more
Rachael Peirce

Rachael Peirce

Client Relationship Manager

Christine Rauser

Christine Rauser

Client Relationship Manager

Kyle Tandet

Kyle Tandet

Client Service Coordinator

Katie R. Miller

Katie R. Miller

Client Service Coordinator

Callie McOsker

Callie McOsker

Financial Planning Analyst,

Certified Public Accountant
Nicholas Brasesco

Nicholas Brasesco

Financial Planning Specialist

Tatyana Karayeva

Tatyana Karayeva

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ practitioner

Qualifications

  • Certified Investment Management Analyst®

View more
Sharon Schoffmann

Sharon Schoffmann

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ practitioner
Michelle Consoles

Michelle Consoles

Financial Planning Assistant

Qualifications

  • Senior Tax Associate, Enrolled Agent

View more
Tam Tranvu

Tam Tranvu

Financial Planning Assistant

John Heatwole

John Heatwole

Investment Manager,

Chartered Retirement Planning Counselor™

Qualifications

  • Financial Paraplanner Qualified Professional (FPQP™)

View more
Jennifer Cole

Jennifer Cole

Operations Specialist

Roles & Responsibilities

  • Trading Specialist
View more
Rebecca Wilson

Rebecca Wilson

Executive Assistant

Julie Miller

Julie Miller

Practice Manager

Brian Pagano

Brian Pagano

Operations Director,

Chief Operating Officer of R. Miller & Associates
Donny Nazzaro

Donny Nazzaro

Operations Manager,

Human Resource Manager of R. Miller & Associates

Qualifications

  • SHRM-SCP

Roles & Responsibilities

  • Human Resources, Hiring
View more
Christina Cobas

Christina Cobas

Marketing Manager

Micayla Hurley

Micayla Hurley

Administrative Assistant