Meet Your Team
Milestone Asset Management Group is a Fee-Only registered investment advisor.
We provide goals-based wealth management, including planning for retirement, education, legacy, and other life goals to individuals and small businesses. Whether you are currently in the industry and looking for a fresh start or interested in a career change – we would love to speak with you. Follow the link below to contact us today.
Michael Mezheritskiy
President/Financial Planner
Rich Lopresti
Financial Planner, CFP® CWS®
Shari Shenkman
Lead Tax Preparer & Planner
Stephen King Clu
CHFC, Life & Health
Daniel Knierim
CPA, Partner at Courtney, Fink & Forbes, LLP
Sandra Koengeter
Sandra provides full back-office support. Sandra is part of the Nifty Advisor Support team.
Lauren Sekerke CFA®
Lauren oversees content marketing for Milestone, *Lauren is part of our team via Left Field Insights
Jim Cullen
Senior Compliance Consultant (Financial Planners Assistance)
