Stuart M. Miller, CFP®, ChFC®, CLU®
Stu graduated from Carnegie Mellon with a BS in business and spent three years at the Graduate School for Public and International Affairs at the University of Pittsburgh working on a Ph.D. in public finance.
Stu and his wife of 47 years, Linda, have two sons, two daughters-in-law, and five grandchildren. One family lives in Mt. Lebanon and one in Ossining, New York. Stu and Linda agree that the two seminal events in the Miller family was raising their children on Wellesley Road in Highland Park and spending 15 consecutive summers attending the Deer Valley YMCA camp. They have spent the past 30 years in Fox Chapel and now also own a condo in Naples, Florida.
Stu has many hobbies, including tennis, reading, and adult studies in history, cultural development, and in particular as related to Jewish history and development. Stu often quips that his primary hobby is “board member.” He has had extensive participation in not-for-profit boards and in most cases as an officer. Currently, he is the chairman emeritus of the Board of East End Cooperative Ministry. He is the past president of the Pittsburgh Public Theater and has been on the board of the Cultural Trust, the Pittsburgh Opera, Family Services of Western Pennsylvania, Temple Sinai, and the Fox Chapel Racquet Club.
He started his financial services career 43 years ago specializing in planning for closely held business, including succession planning, estate planning, and fringe benefit planning. In 1992, he joined a regional financial advisory firm and became a senior stockholder. In 2003, he was instrumental in spinning out the high-net-worth practice of that firm and created a new firm specializing in counseling high-net-worth individuals. MillerMcCurry is a further specialization. (See the Philosophy tab.) He is a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional and holds the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations.
Daniel P. McCurry, CFP®
Dan graduated from John Carroll University in University Heights, Ohio, with a B.S.B.A. in accounting, where he also completed his Masters in Business Administration graduate degree.
A native of Pittsburgh, Dan grew up in Gibsonia, the son of a kindergarten teacher and a high-school principal/football coach. He, and his wife Liz, now reside in Valencia, with their two young daughters. Convincing Liz to marry him was a feat in and of itself, but getting her to leave her South Hills roots and build their family in the North Hills of Pittsburgh was an even bigger accomplishment.
Outside of work, Dan enjoys watching college football, playing hockey, and working in his yard in the spring and summer. Before the arrival of his daughters, Dan spent seven years coaching 12-year-old youth football players for the North Hills Youth Football Association, with his father at his side for three of them. His pride and joy though, is spending the vast majority of his free time with his daughters and family.
Dan is currently a member of the Pittsburgh Foundation’s Young Professional board. Previously, he served on the board of directors for the Crisis Center North and has been involved with Big Brothers and Big Sisters as a mentor.
Dan began his financial services career 18 years ago in Shaker Heights, Ohio, as an associate at a multi-family office serving the needs of ultra-high-net-worth families. His focus was on cash flow and tax planning, as well as tax preparation for both entities and individuals. In 2005, Dan returned to Pittsburgh to work at a regional financial advisory firm, where he would spend the next 15 years. In his role, he worked closely with Stuart Miller in all facets of financial planning and investment management and developed a friendship and bond that led to the founding of Miller McCurry. Dan is a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional.
Jesse L. Taylor, CFP®
Jesse grew up in Pittsburgh but moved to the northeast for college. He graduated from the University of Vermont with a BS in Community Development and Applied Economics in 2007. While at school, Jesse joined a non-profit, Recycle North, and was hired full time upon completing his degree. The organization specialized in providing construction and household goods to those in need. It was there where Jesse first felt the satisfaction of providing service that helped people improve their lives.
In 2008, on a trip to visit family in Pittsburgh, Jesse serendipitously met Alexa - a nursing student and his future wife - in the special services line at Philadelphia International Airport when they were both stranded the day before Christmas. Jesse and Alexa married in 2014 and moved shortly thereafter into a 126-year-old Victorian style home in Crafton. Their family expanded in January, 2019, with the birth of their daughter, Eliana, and then again in July of 2021 with the birth of their son Louis. Jesse has many hobbies and not enough time to pursue them. He especially enjoys playing, instructing, and officiating ice hockey. Another passion of his is working on and racing Audi’s and BMW’s. Lastly, he is an active member at Chartier’s Country Club and loves to golf!
Professionally, Jesse started with BNY Mellon 14 years ago, and worked in multiple asset management and servicing departments during his 5-year tenure. He left BNY Mellon for an opportunity to join a private wealth firm in which he built a solid knowledge base in investment operations, administration, compliance, and the workings of US and global financial markets. He also studied for and obtained his securities licenses. After two years there, he joined one of the largest mutual Insurance companies in the United States to learn the insurance market and get the opportunity to start and manage his own practice. He was responsible for all facets of the business: operations, compliance, product knowledge, sales, and client service. He realized as he was building his practice that his clients would benefit from having an advisor with broad financial planning expertise. Jesse subsequently earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) professional certification in 2016.
In his practice, Jesse came to fully realize that his favorite thing about his business was connecting with people, listening, learning about their objectives, financial and otherwise, and helping them and their families put in place solid and prudent financial plans that would help them meet their goals. As a financial advisor at Miller McCurry, Jesse is excited to develop many new client relationships and friendships, and continue to help people achieve the futures they envision for themselves.
Joe DeNardo, CFP®
Joe graduated from California University of Pennsylvania with a Bachelor’s of Science in Sport Management, and received his Certificate in Financial Planning from Northwestern University’s School of Professional Studies. He joined Miller McCurry in 2020, bringing with him a decade’s worth of account management experience in the corporate world.
Joe started his professional career at DICK’S Sporting Goods headquarters in merchandising, working with vendors and stores in the custom golf equipment business. In 2014, Joe joined the Pittsburgh Pirates, consulting business leaders across the region on PNC Park’s premium and hospitality areas. After witnessing a few playoff runs, Joe was presented with the opportunity to bring the Topgolf experience to the Pittsburgh market in 2018, where he specialized in the venue’s corporate and charitable accounts. Finally, in 2020, Joe took a “leap of faith” and pursued the profession that had piqued his interest ever since graduating college, leading him to Miller McCurry. Joe is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional.
Born and raised in Pittsburgh, Joe’s name is instantly recognizable to most natives as the namesake to his grandfather, who served the population as chief meteorologist at WTAE-TV for over 35 years. Joe is a lifelong citizen of Moon Township, and currently resides in the area with his wife Leah, their son Matthew, and their Miniature American Shepherd, Levi.
Away from work, Joe enjoys golfing, supporting all of the Pittsburgh sports teams, reading up on the latest automotive trends, and taking walks with his family and dog. Joe is currently the treasurer of the Moon Parks Foundation, serves on various committees at Montour Heights Country Club, and is an active supporter of The Salvation Army’s Project Bundle-Up.
Tara Kovach, CFP®
Financial Advisor/Director of Operations
Tara grew up in Portland, Oregon and graduated from Manhattan School of Music, in New York City, with a degree in musical composition. During her time at conservatory she developed an interest in the backstage workings of opera production which resulted in a thirty-year career as an opera stage manager and production administrator.
Tara is excited to be joining the team of MillerMcCurry. Tara first met Stu in 2008 when she moved to Pittsburgh from New Orleans and Stu was serving on the board of the Pittsburgh Opera. Prior to joining MillerMcCurry, Tara served as the Director of Production at Pittsburgh Opera for six years where she managed the work of a diverse group of individuals comprising managers, designers, directors, and represented stage personnel. Other stakeholder relationships included board members, volunteers, vendors, local constituents, and peers across the industry nationwide.
Charged with direct supervision of all the company’s production operations, she established long range planning and deliverable milestones, and maintained a dedicated system to manage their timely delivery; prepared initial expense estimates and ongoing revisions and forecasts; and prepared and implemented plans and schedules for all aspects of rehearsal and performance with a high degree of flexibility to respond to changing conditions.
Tara has two grown children and is an active member at her church, where she has served on numerous committees. Tara has many hobbies which include the continuous development of a deer and rabbit resistant perennial garden, vegetarian gourmet cooking, and sewing vintage apparel.
Tara is a CERTIFIED FINANCIAL PLANNERTM (CFP®) professional and a member of the Estate Planning Council of Pittsburgh.