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.
Financial Planner, CFP® CWS®
Lead Tax Preparer & Planner
CHFC, Life & Health
CPA, Partner at Courtney, Fink & Forbes, LLP
Sandra provides full back-office support. Sandra is part of the Nifty Advisor Support team.
Lauren oversees content marketing for Milestone, *Lauren is part of our team via Left Field Insights
Senior Compliance Consultant (Financial Planners Assistance)