My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Domestic Partner Planning
  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Saving for Education
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Charitable Giving Strategies
  • Retirement Income Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Social Security Retirement Benefits

Education

  • The University of Rhode Island, B.S. in Accounting

Awards & recognition

  • R. Miller & Associates, Forbes Best-in-State Wealth Management Teams, 2023-2026
  • R. Miller & Associates, Ameriprise Client Experience Award, 2021, 2023-2025

The Power of a Strategic Alliance

I believe that local CPA firms such as Array Tax Services play an integral role in our community.

I’m proud to announce that I have formed a strategic alliance to offer financial and investment planning services to their clients.

I invite you to experience the power of an alliance that prioritizes your financial well-being by offering the tools and resources to help you reach your financial goals.

For more information about Array Tax Services, visit Arraytaxservices.com.

Array Tax Services is not employed by Ameriprise Financial Services, LLC, but is available to our clients as an excellent resource for tax planning.

Array Tax Services is not endorsed by or affiliated with Ameriprise Financial.

Array Tax Services is not under the supervision of Ameriprise Financial and is not a broker-dealer or investment advisory firm.

Community participation

  • Community Servings
  • Family Reach
  • Greater Valley Chamber of Commerce (Shelton, CT)

Interests

  • Golf
  • Skiing
  • Chess

My photos

2 albums
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