Team
Mike Miller Chief Investment Officer Areas of Focus: Income Investing, Planning, Financial Coaching Mike grew up on a farm outside Mifflinburg and graduated with the Class of 1980. After high school he spent 4 years umpiring professional baseball working his way up to the AA level before returning to Mifflinburg. He is now retired after working 25 years for the Bureau of Prisons at USP Lewisburg where he managed a vegetable farm in the summers and taught personal finance during the winter months. Mike enjoys using his personal finance knowledge and personal experiences to help other people become more financially aware of their own situations and opportunities. |
Luis Montesinos Insurance Specialist & Operations lead Areas of Focus: Life, Disability, Medicare, & Individual Health Insurance Luis (Lou) grew up in Miami and graduated in 2009. He Majored in Communications Arts and Sciences and Minored in Business Administration at Penn State University. Lou was also a four year letterman on the baseball team and starting second baseman his last three seasons. After graduating in 2013 he relocated to Jacksonville, FL and started his career at Allstate Benefits in a 18-month training program. Lou then spent 2 years as the Central PA Regional Sales Manager for Allstate. After improving territory sales in both years he took a position as an Insurance Broker at the Sholley Agency in Lewisburg, PA. His main focus was Individual Life and Disability as well as a variety of "group" products (e.g. Health, Life, Accident, Critical Illness, etc.) Lou enjoys helping people navigate the complex and ever-changing world of health and life insurance. |
Lance Miller financial coach & Compliance lead Areas of Focus: Special Situations and Remote Clients Lance grew up in Mifflinburg and graduated in 2008. He studied finance and operations information management at the Wharton School of the University of Pennsylvania focusing on capital markets, investment management, and derivatives. He started his career in Chicago at DRW Trading Group spending 4 years as a market-maker and options trader focused on grain futures. He then worked on a business insights team for Mastercard based in Virginia and Philadelphia. Lance is a firm believer that "an investment in knowledge pays the best interest" (Franklin). He wants to understand financial literacy education broadly and scale the work BVWP is doing. |
WARRANTIES & DISCLAIMERS: There are no warranties implied.
Buffalo Valley Wealth Plus (“BVWP”) is a registered investment adviser located in Mifflinburg, Pennsylvania. BVWP may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. BVWP’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of BVWP’s web site on the Internet should not be construed by any consumer and/or prospective client as BVWP’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by BVWP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of BVWP, please contact the state securities regulators for those states in which BVWP maintains a registration filing. A copy of BVWP’s current written disclosure statement discussing BVWP’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from BVWP upon written request. BVWP does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BVWP’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Insurance products and services are offered and sold through BVWP and individually licensed and appointed insurance agents.
Buffalo Valley Wealth Plus (“BVWP”) is a registered investment adviser located in Mifflinburg, Pennsylvania. BVWP may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. BVWP’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of BVWP’s web site on the Internet should not be construed by any consumer and/or prospective client as BVWP’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by BVWP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of BVWP, please contact the state securities regulators for those states in which BVWP maintains a registration filing. A copy of BVWP’s current written disclosure statement discussing BVWP’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from BVWP upon written request. BVWP does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to BVWP’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
Insurance products and services are offered and sold through BVWP and individually licensed and appointed insurance agents.