Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
9
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
  • 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, 2023-2024
  • R. Miller & Associates, Ameriprise Client Experience Award, 2021, 2023-2024

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 TaxServices, 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

3 albums
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