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

Thomas Pelley

Thomas Pelley

Financial Advisor

Visit Thomas Pelley's website
Amanda Willey

Amanda Willey

CFP®, APMA®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Amanda Willey's website
James Tipper Sears

James Tipper Sears

APMA®

Associate Financial Advisor

Visit James Tipper Sears's website
John Dorso Jr

John Dorso Jr

Associate Financial Advisor

Business Development Manager
Visit John Dorso Jr's website

Team

Brian Pagano

Brian Pagano

Operations Director,

Chief Operating Officer
Callie McOsker

Callie McOsker

Financial Planning Analyst,

Certified Public Accountant
John Dorso

John Dorso

Business Development Manager

Julie Miller

Julie Miller

Practice Manager

Donny Heenan

Donny Heenan

Operations Manager,

Human Resource Manager

Qualifications

  • SHRM-SCP
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Rebecca Wilson

Rebecca Wilson

Executive Assistant

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

Giovanna Casey

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ practitioner
Michelle Consoles

Michelle Consoles

Financial Planning Assistant

Scott Wilson

Scott Wilson

Financial Planning Assistant,

Certified Public Accountant
Lauren Bauer

Lauren Bauer

Administrative Assistant

Christina Cobas

Christina Cobas

Marketing Manager

Marissa Walsh

Marissa Walsh

Operations Specialist