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.
and CHIEF COMPLIANCE OFFICER
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.
and PRINCIPAL PORTFOLIO MANAGER
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.