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

Brenda J. Lee, AAMS, ChFC
Financial Consultant

Crystal L. Mason
Portfolio Specialist

Courtney O. Hanrahan, CFP
Financial Consultant

Patricia J. Hart
Operations & Compliance Manager

Leigh D. Washington
Client Service Associate


See our Events Section for more details.