Our Team

Richard is a Partner at Northern Advisory Group, where he provides customized investment management, retirement planning, and risk management strategies to individuals, families, and business owners throughout the tri-state area. Richard holds his Series 63,66,7,24 registrations along with Life and Health licenses.

Richard began his career in financial services in 1990, supervising offices for the NASE in Dallas. Early in his career, he developed a deep appreciation for the challenges faced by entrepreneurs and small business owners—insight that continues to shape his practical, solutions-driven approach today He joined New England Securities in Fairfield, where he spent several years refining his expertise in comprehensive financial planning and long-term wealth strategies.

The founding of Northern Advisory Group marked a defining chapter in Richard’s professional journey. As a truly independent firm, it allows him to offer objective, client-first advice without limitations on products or investment solutions. His philosophy centers on building lasting relationships, educating clients, and creating disciplined strategies designed to help them pursue financial confidence at every stage of life.

In an increasingly complex financial world, Brian serves as a dedicated "Personal CFO" for his clients. With over 28 years of experience in wealth management and investment planning, he specializes in helping families and business owners turn their success into a lasting legacy. Brian holds his series 7,9, 63 and 65 Registrations along with Life Insurance License.

Brian founded his practice on a simple belief: every financial decision should be driven by your personal values. He believes that financial planning is about more than just numbers on a balance sheet; it’s about the peace of mind that comes from a clear, actionable roadmap. At Northern Advisory Group, he takes a holistic approach, integrating tax strategies, retirement income planning, and risk management into a single, cohesive vision.

Committed to a fiduciary standard, Brian is dedicated to putting his clients' interests first and simplifying the complexities of wealth so they can focus on what matters most. 

Jeff Miller is a founding partner and financial advisor at Northern Advisory Group, bringing over 20 years of experience in the financial services industry. Jeff is committed to helping individuals, families, and business owners navigate their financial lives with clarity, confidence, and purpose.

Jeff holds the Series 7, Series 63, and Series 65 registrations, along with life insurance licenses, allowing him to provide comprehensive and well-rounded financial guidance. His areas of focus include retirement planning, investment management, risk management, and small business retirement plans, all tailored to each client’s unique goals and circumstances.

As a founding partner of Northern Advisory Group, Jeff plays an active role in shaping the firm’s client-first culture, emphasizing long-term relationships, fiduciary responsibility, and disciplined financial strategies. He believes that effective financial planning goes beyond numbers—it’s about aligning financial decisions with what matters most to clients and their families

Anthony Fresella began his career in financial services in 2016 and became a full-time financial advisor in 2018. He holds his Series 7 and Series 66 securities licenses, along with Life and Health insurance licenses, equipping him to provide comprehensive financial guidance across a wide range of client needs.

Anthony specializes in holistic, personalized financial planning designed to align each client’s financial strategy with their unique goals, values, and long-term vision. His areas of focus include behavioral finance, risk management, and investment management, helping clients make disciplined decisions while navigating changing market environments.

He believes successful financial planning extends beyond numbers and portfolios and it requires understanding each client’s circumstances, concerns, and aspirations. By integrating thoughtful planning with a strong focus on risk awareness and long-term strategy, Anthony works to help clients build, protect, and manage their wealth with confidence.

Anthony is committed to serving as a long-term partner to his clients, guiding them through uncertainty, adapting strategies as life evolves, and providing clarity in an increasingly complex financial landscape.

Damien has been in the financial services industry since 2022 assisting clients with investment and insurance solutions. He graduated from University of Miami with a degree in finance and is a registered investment advisor holding Series 7, Series 66, and Life Insurance Licenses.

While studying at University of Miami, Damien interned with UBS establishing a foundation in wealth management principles. After graduating from Miami, Damien started his professional career as a financial advisor at UBS in the Weehawken, NJ office.

He has since joined Northern Advisory Group, believing that an independent firm would offer the best resources for a comprehensive approach to financial planning. His focus is always on his clients' needs and goals. By partnering with an independent firm and taking a personalized approach, he can provide the most effective solutions to help individuals define and pursue their goals.

Daniel Greenwood is a financial advisor at Northern Advisory Group and has been in the financial services industry since 2021. His focus is on helping individuals, families, and business owners cohesively structure their financial picture with an emphasis on mitigating fees and tax liability.

Dan holds Series 7 and Series 66 Securities Licenses, as well as Life and Health Insurance Licenses. This allows him to offer a holistic approach to wealth management and be a truly comprehensive planner. Having an open architecture enables the use of timely strategies as markets and economies constantly change.

While continuously proud of the investment structures he implements, Dan finds equal importance in being available as a resource for clients. Paying close attention to the long-term effects of short-term decision making, he prides himself on guidance in the retirement planning space.

Griffin Durand is a dedicated and knowledgeable financial advisor with a passion for helping clients achieve their financial goals. He takes a client-centered approach to financial planning, focusing on understanding everyone’s unique financial situation. By developing personalized and practical strategies, Griffin helps clients navigate important financial decisions with clarity and confidence.

Griffin graduated from Hofstra University with both his BBA and MBA in Finance, and holds his Series 7, Series 66, and Life & Health Licenses. Beginning his career in the industry in 2015 and transitioning to an advisor in 2019, he specializes in retirement planning and investment management. Griffin is committed to guiding clients through the complexities of wealth building and preservation. He prioritizes building long-term relationships grounded in trust, transparency, and mutual respect, ensuring his clients feel informed and empowered about their financial future.

Outside of his professional work, Griffin and his family founded a 501(c)(3) organization, Hockey Helps, which hosts a 24-Hour Hockey Marathon to raise funds for local charities supporting individuals and families affected by addiction, mental health challenges, and cancer. 

Rob is a Financial Advisor at Northern Advisory Group and has been dedicated to helping individuals and families achieve their financial goals since entering the financial services industry in 2016. With a focus on holistic investment planning. Providing customized financial planning and wealth management strategies to ensure financial security and confidence.  

Rob holds Series 7, Series 66, and Life and Health Insurance licenses. He specializes in retirement planning and investment management, helping clients grow their wealth while protecting what they’ve worked hard to build. By creating personalized strategies based on each client’s goals, timeline, and comfort with risk, he takes a proactive approach to managing investments and preparing for a confident, secure retirement.

Rob launched his career with Merrill Lynch in their Midtown Manhattan office, where he gained valuable experience working with clients across different stages of their life. In 2023, he transitioned to Northern Advisory Group to embrace the flexibility and independence of an open-architecture platform. This move enables him to provide truly personalized, best-in-class investment strategies by selecting from a broad universe of financial solutions. Rob’s client-centric approach focuses on delivering tailored strategies designed to maximize growth, mitigate risk, and adapt to changing market conditions.

Seamus Nelson is a financial advisor with Northern Advisory Group, bringing a thoughtful and disciplined approach to wealth management since entering the financial services industry in 2022. He works closely with individuals, families, and business owners to help them make informed financial decisions and build strategies designed for long-term success.

Seamus holds Series 7 and Series 66 registrations, as well as life insurance licenses, enabling him to deliver comprehensive financial guidance. His areas of focus include retirement planning, investment management, risk management, and small business retirement plans, with each recommendation tailored to align with a client’s specific objectives and circumstances.

Beyond his work with clients, Seamus is active in his community as an assistant football coach and enjoys spending time fishing and playing golf