Our Team

Greg Miller, CEP, RFC

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

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

- Principal of Guardian Capital, LLC, Registered Investment Advisor

- Principal of Greg Miller & Associates, Estate Planning, Tax and Insurance Services

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

 

Ben Pearce, CCO, IAR

- Chief Compliance Officer of Guardian Capital, LLC

- Investment Adviser Representative through Guardian Capital, LLC

- Bachelor of Science in Business Administration from The Ohio State University

- Series 7, 63, & 65 licensed

 

Dianna Beere, CSC

- Client Services Coordinator for Guardian Capital, LLC

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

- Bachelor of Science in Hotel, Restaurant, and Business Management from Rochester Institute of Technology

 

James P. Shields, Esq., IAR

- Elder law attorney and principal of The Elder Law Offices of Shields and Boris

- Investment Adviser Representative through Guardian Capital, LLC

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

- Graduated cum laude from St. Francis College of Loretto, Pa

- Juris Doctorate from Notre Dame Law School

 

Thomas J. Boris, Esq., IAR

- Elder law attorney and principal of The Elder Law Offices of Shields and Boris

- Investment Adviser Representative through Guardian Capital, LLC

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

- Bachelor of Arts in Political Science and Philosophy from Washington and Jefferson College

- Juris Doctorate from Duquesne University School of Law

 

Stephen Phillips, CPA

- Certified Public Accountant

- Of counsel to the firm for Guardian Capital, LLC