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.
& CHIEF COMPLIANCE OFFICER
With more than 30 years as a licensed investment professional, Heather is Co-Founder of, and Chief Compliance Officer for, Milestones Private Investment Advisors LLC. These years of service have afforded her the opportunity to know multiple generations within families, deeply involved in architecting their desired financial outcomes.
& CHIEF INVESTMENT OFFICER
Co-Founder of Milestones Private Investment Advisors LLC, Mark has over 30 years of professional experience. More than twenty years have been devoted to advising families, individuals, and executive teams across the U.S., with a predominant focus on investment management and wealth management disciplines.