Our advisors

Dennis Miller

MBA, CFP®, ChFC®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Dennis Miller Visit Dennis Miller's website

Anthony Stella

APMA

Financial Advisor

Learn more about Anthony Stella Visit Anthony Stella's website

Matthew Rogers

APMA

Financial Advisor

Learn more about Matthew Rogers Visit Matthew Rogers's website


Our team

Joseph Stella

Client Service Coordinator




Experience the power of a Strategic Alliance

To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.