Meet the people responsible for the standard, the follow-through, and the decisions behind the guidance.
The People Behind Guardian Capital
These Guardian Capital professionals bring distinct credentials and responsibilities to the same goal: clear, disciplined guidance supported by accountable execution. Each bio outlines the individual’s role, qualifications, core responsibilities, and the specific areas they support as part of the advisory team.
Greg Miller, CEP, RFC
Greg Miller is a Principal of Guardian Capital, LLC, a Registered Investment Advisor, and Principal of Greg Miller & Associates, which provides estate planning, tax, and insurance services. He is a Certified Estate Planner and a Registered Financial Consultant, holds Series 63 and 65 licenses, and is licensed in Pennsylvania for Life, Accident and Health insurance, including Long-Term Care.
Ben Pearce, CCO, IAR
Ben Pearce serves as Chief Compliance Officer of Guardian Capital, LLC and as an Investment Adviser Representative through the firm. He holds a Bachelor of Science in Business Administration from The Ohio State University and is Series 7, 63, and 65 licensed.
Dianna Beere, CSC
Dianna Beere is the Client Services Coordinator for Guardian Capital, LLC, supporting the administrative and service needs that keep client relationships organized and responsive. She holds a Bachelor of Science in Hotel, Restaurant, and Business Management from Rochester Institute of Technology and is licensed in Pennsylvania for Life, Accident and Health insurance, including Long-Term Care.
Russell Miller, Investment Analyst
Russell Miller is a Portfolio and Investment Analyst for Guardian Capital, LLC, supporting research and analysis that informs ongoing investment oversight. He has completed Applied Value Investing Analyst training through Wharton School and Wall Street Prep.
James P. Shields, Esq., IAR
James P. Shields is an elder law attorney and a principal of The Elder Law Offices of Shields and Boris, and he serves as an Investment Adviser Representative through Guardian Capital, LLC. He graduated cum laude from St. Francis College of Loretto, Pennsylvania, earned his Juris Doctor from Notre Dame Law School, and is licensed in Pennsylvania for Life, Accident and Health insurance, including Long-Term Care.
Thomas J. Boris, Esq., IAR
Thomas J. Boris is an elder law attorney and a principal of The Elder Law Offices of Shields and Boris, and he serves as an Investment Adviser Representative through Guardian Capital, LLC. He earned a Bachelor of Arts in Political Science and Philosophy from Washington and Jefferson College, received his Juris Doctor from Duquesne University School of Law, and is licensed in Pennsylvania for Life, Accident and Health insurance, including Long-Term Care.
Stephen Phillips, CPA
Stephen Phillips is a Certified Public Accountant and serves as of counsel to Guardian Capital, LLC. He supports the firm with accounting and tax perspective where coordinated financial decisions benefit from that level of review.
The Service Behind the Advice
Good advice only works when it’s supported in real life. This section explains how coordinated support and ongoing guidance show up day to day, so decisions stay clear, organized, and carried forward with consistency.
The team approaches planning with a protection-with-purpose mindset: protect what clients have built while still making measured progress. That posture shows up through disciplined decisions, careful tradeoffs, and recommendations designed to hold up over time, not just in the moment.
Comprehensive financial planning means decisions stay aligned across investments, estate considerations, tax perspective, insurance coverage, and legal coordination when needed. With coordinated planning, fewer details fall through the cracks, and guidance remains consistent even when more than one perspective belongs at the table.
Clients can expect clear communication, defined accountability, and follow-through that keeps priorities moving between meetings. The focus stays on long-term financial goals and confidence in next steps, with support that remains steady as life and markets change.
Your Future Is Our Priority
Protection with purpose, clear decisions, and steady guidance built to hold up over time.
Let’s Connect!
Talk With Guardian Capital, LLC
Meet with the team for a clear, practical conversation about where you are now and where you want to go.