Our Team

Greg Miller, CEP, RFC

- is a Certified Estate Planner through the National Institute of Certified Estate Planners

- is a Registered Financial Consultant through the International Association of Registered  Financial Consultants

- is the Principal of Guardian Capital, LLC, Registered Investment Advisor

- is the Principal of Greg Miller & Associates, Estate Planning, Tax and Insurance Sevices

- is Insurance licensed for Life, Accident and Health (including Long-term care) in Pennsylvania

- Recipient of Pittsburgh Magazine's "5 Star Wealth Manager" award

James P. Shields, IAR

- Is an Elder law attorney and principl of The Elder Law offices of Shields and Boris

- Is an Investment Adviser Representative through Guardian Capital, LLC

- is Insurance licensed for Life, Accident and Health (including Long-term care) in Pennsylvania

- Recipient of Pittsburgh Magazine's "5 Star Wealth Manager" award

Thomas J. Boris, IAR

- Is an Elder law attorney and principl of The Elder Law offices of Shields and Boris

- Is an Investment Adviser Representative through Guardian Capital, LLC

- is Insurance licensed for Life, Accident and Health (including Long-term care) in Pennsylvania

- Recipient of Pittsburgh Magazine's "5 Star Wealth Manager" award

Stephen Phillip, CPA

- Certified Public Accountant

- Of counsel to the firm for Guardian Capital,LLC

Barbara Fritsch, CPA

- Certified Public Accountant

- Of counsel to the firms

- Provides Tax Preparations services for our clients