Whether you’re saving to buy or remodel a home, invest in a second home, planning future travel, or simply meeting today’s needs while feeling more confident that you’ll be able to live the retirement you’ve worked hard for, having a sound strategy is key. Through personalized financial advice, investments and solution recommendations, as well as ongoing meetings and digital tools to track your progress, we can help you achieve your financial goals and adjust to whatever life brings.


Our advisors

Richard R Miller

Richard R Miller

CFP®, ChFC®

Private Wealth Advisor

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

Thomas Pelley

Financial Advisor

Learn more about Thomas Pelley Visit Thomas Pelley's website
Amanda Willey

Amanda Willey

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Amanda Willey Visit Amanda Willey's website
Jacqueline Miller

Jacqueline Miller

Associate Financial Advisor

Learn more about Jacqueline Miller Visit Jacqueline Miller's website

Our team

Tracy Dolan

Tracy Dolan

Client Service Manager

Meaghan Harper

Meaghan Harper

Client Relationship Manager

John Koterbay

John Koterbay

Client Relationship Manager

Gina Palumbo

Gina Palumbo

Client Relationship Manager

Jennifer Leite

Jennifer Leite

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®
View more
Michelle Consoles

Michelle Consoles

Financial Planning Assistant

Tam Tranvu

Financial Planning Assistant

Scott Wilson

Scott Wilson

Financial Planning Assistant,

Certified Public Accountant
Rebecca Wilson

Rebecca Wilson

Executive Assistant

Lauren Bauer

Lauren Bauer

Administrative Assistant

Donny Heenan

Donny Heenan

Operations Manager,

Human Resource Manager

Qualifications

  • SHRM-SCP
View more
Julie Miller

Julie Miller

Practice Manager

Brian Pagano

Brian Pagano

Operations Director,

Chief Operating Officer
Christina Cobas

Christina Cobas

Marketing Manager

Marissa Walsh

Marissa Walsh

Operations Specialist,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR℠