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

Richard Miller

CFP®, ChFC®

Private Wealth Advisor

Chief Executive Officer of R. Miller & Associates
Visit Richard Miller's website

Amanda Willey

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Amanda Willey's website

Thomas Pelley

Financial Advisor

Visit Thomas Pelley's website

Ryan Miller

APMA

Associate Financial Advisor

Visit Ryan Miller's website

P Lennox Donlon

APMA

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, APMA®

Kristina Kiraly, APMA®

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
Christine Rauser

Christine Rauser

Client Relationship Manager

Kyle Tandet

Kyle Tandet

Client Service Coordinator

Katie R. Miller

Katie R. Miller

Client Service Coordinator

Alex Warner

Alex Warner

Financial Planning Assistant

Qualifications

  • University of Vermont, 2019 - 2023

View more
Amy Dimon

Amy Dimon

Financial Planning Specialist

Andrew Miller

Andrew Miller

Client Service Coordinator

Blake Asaro

Blake Asaro

Intern

Qualifications

  • Xavier University, 2019 - 2023

    Bachelor of Science in Business Administration, Marketing

View more
Callie McOsker

Callie McOsker

Financial Planning Analyst,

Certified Public Accountant
Colton Destrampe, APMA®

Colton Destrampe, APMA®

Business Development Specialist,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Dan Appleman

Dan Appleman

Intern

Personal Intro

Bentley University

View more
Emma Selmann

Emma Selmann

Intern

Personal Intro

Brandeis University, 2022 - 2026

View more
Jane Kehoe. APMA®

Jane Kehoe. APMA®

Business Development Specialist,

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Jennifer Cole

Jennifer Cole

Operations Specialist

Roles & Responsibilities

  • Trading Specialist
View more
John Heatwole, CRPC®, APMA®

John Heatwole, CRPC®, APMA®

Investment Manager,

Chartered Retirement Planning Counselor™

Qualifications

  • Financial Paraplanner Qualified Professional (FPQP™)

  • ACCREDITED PORTFOLIO MANAGEMENT ADVISOR℠ (APMA®)

View more
John Schultz

John Schultz

Intern

Personal Intro

University of South Carolina, 2022-2026

View more
Josh Skenderian

Josh Skenderian

Intern

Qualifications

  • Bentley University, 2022 - 2026

View more
Kennedy Bernard

Kennedy Bernard

Intern

Personal Intro

Bentley University

View more
Lindsey Johnson, CFP®, APMA®

Lindsey Johnson, CFP®, APMA®

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ practitioner
Louis Simms

Louis Simms

Client Relationship Manager

Luke Hassiak

Luke Hassiak

Intern

Personal Intro

Fairfield University, class of 2025

View more
Michael Stodulski, CPA®

Michael Stodulski, CPA®

Financial Planning Specialist,

Certified Public Accountant
Mitch Johnson, CFP®

Mitch Johnson, CFP®

Financial Planning Analyst,

CERTIFIED FINANCIAL PLANNER™ professional

Roles & Responsibilities

  • Financial Planning Manager
View more
Samuel White

Samuel White

Intern

Personal Intro

Regis College

View more
Seamus Stirling

Seamus Stirling

Intern

Qualifications

  • Bentley University, 2022 - 2026

View more
Sonal Radhakrishnan

Sonal Radhakrishnan

Intern

Qualifications

  • Bentley University, 2021 - 2025

View more
Travis Sirois, CPA®

Travis Sirois, CPA®

Financial Planning Specialist,

Certified Public Accountant
Yash Ranade

Yash Ranade

Financial Planning Assistant

Nicholas Brasesco

Nicholas Brasesco

Financial Planning Specialist

Sharon Schoffmann, CFP®

Sharon Schoffmann, CFP®

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

Donny Nazzaro

Donny Nazzaro

Operations Manager,

Human Resource Manager of R. Miller & Associates

Qualifications

  • SHRM-SCP
View more
Julie Miller

Julie Miller

Practice Manager

Brian Pagano

Brian Pagano

Operations Director,

Chief Operating Officer of R. Miller & Associates
Christina Cobas

Christina Cobas

Marketing Manager

Micayla Hurley

Micayla Hurley

Administrative Assistant