Our Team

We work as a team to provide investment management, wealth planning, and family legacy services.

Each client is served by an advisory team consisting of a lead financial advisor and a client service associate. They are your dedicated service team and main points of contact. Our experienced advisory teams work with a limited number of clients, which allows them to devote the necessary time and attention to each personal wealth plan. When needed, specialists in the firm are available from the financial advisory, portfolio administration, and investment research teams. In addition, we proactively collaborate with other outside service professionals such as estate, legal, accounting, insurance, and business advisors.



Michael D. Miller, CFP, ChFC
Founder & CEO



James E. Kelley, Jr., MBA, CFP
President & COO



David L. Dunn, CFP, CPA/PFS
Senior Wealth Advisor



Stephen P. Emanuels, CFP, CPA/PFS, CIMA
Senior Wealth Advisor, Principal



J. Michael Quigley, CFP
Senior Wealth Advisor, Principal



Brenda J. Lee, AAMS, ChFC
Financial Consultant



Crystal L. Mason
Portfolio Specialist



Courtney O. Hanrahan, CFP
Financial Consultant



Patricia J. Hart
Operations & Compliance Manager



Aava L. Kobuki
Client Service Associate



Leigh D. Washington
Client Service Associate



Michael J. Varga
Client Service Associate

Events

See our Events Section for more details.

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