Strength in
KNOWLEDGE
LEADERSHIP TEAM

People for the people.

Our people are our key strength.  Our leadership team is comprised of seasoned professionals who are disciplined, accredited financial practitioners.  We collaborate and use our combined talents to offer unparalleled service and to accomplish more as a firm.  Together, our team focuses on implementing our clearly defined wealth-management and investment management processes to provide investing excellence while guiding clients on a wide variety of financial planning matters.

Heather PROCTOR

MANAGING DIRECTOR
and CHIEF COMPLIANCE OFFICER

585.364.2888

Heather has been a licensed investment professional for 27 years and serves as Managing Director and Chief Compliance Officer for Milestones Private Investment Advisors. These years of service have afforded her the opportunity to know multiple generations within families and see the desired financial outcomes.

Mark BUSCHER

MANAGING DIRECTOR
and PRINCIPAL PORTFOLIO MANAGER

585.364.2777

Mark is Co-Founder, Managing Director and Partner of Milestones Private Investment Advisors LLC. He has over 25 years of professional experience, with more than a fifteen years focused on advising private investors nationwide.

 
 
As a Milestones CLIENT, you are served directly by the firm owners and decision makers and you are provided with a level of access and customization that is the HALLMARK of a boutique firm.