I work extensively with our clients, helping them manage all aspects of their financial legacies. I’m also responsible for Miller Gesko operations and management of the firm. I actively participate in portfolio management, serving as a member of the Miller Gesko Investment Advisory Committee.

Before joining Miller Gesko in 1999, I was a retirement planning specialist. While working at a comprehensive provider of third party benefits and financial services, I specialized in the areas of group defined benefit plans, Traditional IRA’s, Roth IRA’s, and estate protection using investment and insurance vehicles, including long term care. Previously, I was Vice-President of Operations and Chief Financial Officer of an international specialty lighting company.

I earned a Bachelor’s degree in Business Administration from the University of Denver, and I’m a Certified Financial Planner™ practitioner. I‘m a member and past president of the Financial Planning Counselors of Western New York and a member of the Financial Planning Association of Western New York.

I have served on several local boards, primarily focused on issues of mental health and the environment. I’m currently on the executive board and I’m past president of CMH Counseling, a non-profit agency specializing in helping individuals with emotional and mental health issues. 

My passions outside of the office are my wife, my daughter, my dog, my boat and my motorcycle. I also enjoy skiing when the conditions are favorable.

My primary responsibility is the management of all aspects of Miller Gesko client relationships. I also oversee fiduciary matters, the income tax service, and regulatory compliance. I serve on the Miller Gesko Investment Advisory Committee. I manage our Sarasota, Florida office.

After practicing law, I worked in M & T Bank's National Department as a Loan Officer for several years. I began my career in the trust industry in 1985 at M & T Bank, and continued it at Chase Manhattan Bank. Prior to joining Miller Gesko in 2001, I was responsible for all personal fiduciary and agency relationships for the Western New York region of Key Trust Company, including trust, estate, IRA, custody, investment management, foundation and endowment accounts.

I’m past president of the Financial Planning Counselors of Western New York. I received a B.A. in Economics from Hamilton College, Clinton, NY; and a J.D. from Suffolk University, Boston, MA.

My wife Peggy and I have live in Sarasota, FL. We spend our summers in Buffalo, NY, our hometown. In our spare time we enjoy reading, swimming, biking, and golfing.

Evan serves as an investment analyst Miller Gesko. He takes pride in collaborating with clients to help them achieve their financial goals while safeguarding their financial well-being. Committed to precision and excellence, Evan ensures that clients’ financial data is accurate, effectively organized, and optimized for both client success and the Miller Gesko team.

In his role, Evan supports client relationships by leading Miller Gesko’s Investment Committee to develop and implement tailored investment strategies. Leveraging his extensive knowledge of investments and markets, he reviews and maintains client portfolios with a focus on tax efficiency, alignment with individual risk profiles, liquidity requirements, and long-term objectives.

Evan began his career as an investment analyst, while completing his studies at Canisius College. He graduated in 2010 with a Bachelor of Science in Finance, and later earned an MBA in Financial Services, further honing his expertise in investment and financial planning. Today, Evan works with Miller Gesko’s high-net-worth clients, providing personalized investment solutions that address diverse goals and aspirations.

Beyond his professional endeavors, Evan enjoys fishing in Buffalo’s rivers and on Lake Erie. When he’s not near the water, he can often be found exploring Buffalo’s museums or immersing himself in reading about investing, technology, and history.

Bill holds an M.B.A. with a specialization in Finance and Telecommunications from the University of Miami, graduating in 2000 with an Award of Academic Merit. He earned a B.A. in Political Science with a Minor in Economics from Denison University in 1996. Additionally, Bill holds a Certificate in Financial Planning from Boston University and has earned the prestigious CFP® designation.

At Miller Gesko, Bill provides comprehensive portfolio management and financial planning services to clients. He also supports the firm’s operations through sales, trading, marketing, and operational expertise. Prior to pursuing his graduate education, Bill gained valuable industry experience at Franklin Templeton, a prominent mutual fund company based in the San Francisco Bay Area. With over 25 years of experience in the financial services industry, Bill brings a wealth of knowledge and a client-focused approach to his work.

Bill balances his professional responsibilities with family life, spending time with his two daughters and dividing his time between the Washington, D.C. area and Buffalo. In his spare time, he enjoys playing ice hockey and soccer and volunteering with Habitat for Humanity.

Jeremy brings over 25 years of industry experience to Miller Gesko, where he works closely with clients to understand their financial and life goals. He formulates customized investment plans designed to achieve those objectives while providing peace of mind. As part of this process, Jeremy coordinates with clients’ attorneys and accountants to centralize and streamline the execution of comprehensive financial plans.

As an active member of Miller Gesko’s Investment Committee, Jeremy specializes in private and alternative investments. He describes investment planning as a rewarding “puzzle” that combines his analytical skills with his passion for delivering safe and steady returns. His extensive expertise ensures that each client’s portfolio is tailored to their unique needs, risk tolerance, and financial goals.

Jeremy earned a Bachelor of Science in Finance from the State University of New York at Buffalo. Since the start of his career, he has been dedicated to helping clients achieve their financial and life aspirations. At Miller Gesko, he oversees daily client service and portfolio administration while also serving as the firm’s Chief Compliance Officer, ensuring regulatory and procedural adherence.

Jeremy is also deeply committed to giving back to his community. He believes that contributing time and expertise to meaningful causes is essential to personal and professional fulfillment. His community involvement includes:

• Buffalo State College Foundation – Board Member & Chairman of the Investment Committee (2009–Present)

• Buffalo State College Housing Corporation – Board Member, Secretary, and Director (2023–Present)

• Canisius College Golden Griffin Fund – Mentor to Students (2014–Present)

• Gateway Longview Foundation – Past Board Member & Chairman (2013–2020)

• American Red Cross Finger Lakes/WNY Regions – Past Board Member (2011–2017)

Outside of work, Jeremy enjoys spending quality time with his three children. Whether engaging in family activities or contributing to his community, Jeremy’s dedication reflects his commitment to fostering trust, delivering exceptional service, and creating meaningful impact.

After 56 years, I have stepped down from my duties as President, but will remain a member of the Miller Gesko Wealth Management Investment Advisory Committee, I will consult on the Income and Estate Tax Departments and maintain my fiduciary responsibilities to our clients.  

I’m extremely proud of the work we’ve done since starting the company in 1969. It’s gratifying to see so many generations of families benefit from our hard work. 

I believe in community involvement and I’m active in many community organizations. I was on the Board of Directors for Easter Seals of Southwest Florida for nine years before taking on my current role as Chairman of Fundraising Activities. I’m a proud Rotarian and previously served as President of the Sarasota Gulf Gate Rotary Club. I’m also a past member of the Client Advisory Board of Federated Investors in Pittsburgh, Pennsylvania. 

My wife Linda and I live in Sarasota, Florida.  We have 12 grandchildren. One of my granddaughters lives in Sarasota, and I love coming home every afternoon to her in my pool. In our spare time, my wife and I really enjoy traveling and taking cruises.

I’ve worked at Miller Gesko Wealth Management for 38 years and as an Account Manager I take pride in giving special attention to every client. Some of my duties include executing trades, organizing taxes and quarterly tax estimates for our clients along with the quarterly client reviews. I also execute cash distributions; pay bills for clients and answer any questions clients may have. I’d like to think we’re a personal business “family” office because we treat our clients like family. I truly enjoy my co-workers. We’re a close-knit team and we all work well together. It’s just a great company to work for—I should know; I’ve been here the longest.

I have an Associates degree in accounting from Bryant and Stratton Business Institute. In my spare time I enjoy the outdoors. I love camping, snowmobiling and four-wheeling. I have two children that keep me busy. Being a mom has helped me to become an expert in multi-tasking.

I’ve been on the Miller Gesko Wealth Management team since 2007. After graduating from the University of Dayton with a degree in Public Relations and Marketing I couldn’t find any work in my field, so I took a temporary position with Miller Gesko. I had no intention of staying in the financial industry but the close-knit family atmosphere sucked me in. My coworkers would joke that it's easy to become a "Lifer" here, but I'd say, "not me!”  All these years later, I am still here and it looks like Miller Gesko has made a "Lifer" out of me! I have really grown to love the business, my coworkers and our clients. The partners have helped me to grow and advance my career.  I’m currently transitioning from the operations side of the business to the investment and client relations side.  

When I'm not at work, I like to take advantage of all Buffalo has to offer—great food, great bars and great sports teams. I’m a Buffalo Bills season ticket holder, and I enjoy tailgating with family and friends for each home game. I BILLieve this is our year! GO BILLS!

I’ve been with Miller Gesko since 1998. I have a lot of energy, and as an Account Manager, I think it’s important I share my enthusiasm with my clients. I make sure I’m easily accessible to help with anything that needs to be done ­— just as I would do for a family member. I pride myself on my attention to detail, which is essential when it comes to reconciling accounts. I’m extremely grateful to be working for a company as fantastic as Miller Gesko. My co-workers are amazing, and I truly enjoy being a part of the Miller Gesko team. I graduated from Erie Community College with an Associates degree in Office Technology.

When I’m not in the office, you can find me either at the gym or exploring one of the many restaurants and festivals that Buffalo has to offer. I also love spending time with my quirky family members.