Financial Planning
Retirement Planning
Investment Planning
Our Team
James A. “Jimmy” Jacobs ChFC, CLU began his career in the financial securities industry on January 1971 with Equitable...

Brandon started his career in Financial Services in 2015 while completing his Master of Business Administration at The...
Sally began working with Milestone Financial Solutions in March 2000. She specializes in group medical and dental...
Ann Boyd joined Milestone Financial Solutions in January of 2019 as the Securities Coordinator. She has been in the...
Pat joined Milestone Financial Solutions in September 2018 bringing 30+ years of experience in the financial services...
Eva has over 40 years of experience within the Financial Services industry; she started with The Equitable while in high...
John is the Director of Operations for Milestone Financial Solutions. He oversees daily office operations in order to...