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.

Milestone Marketing

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)