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...