OUR WHY

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WHY, HOW & WHAT
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OUR WHY?

We are business owners and we support innovation and bold ideas.

Helping business owners, the lifeblood of our economy, realize their goals and aspirations

You want to succeed and we believe in building strong leaders for generations to come by rallying behind the risk takers and dreamers.

OUR HOW

Holistically integrate with your strategic advisors and stakeholders. Open and detailed conversations to develop a complete understanding of your specific aspirations.

We do this by investing in our clients and guiding their business pursuits on the path towards prosperity.

Our clients are our greatest resource – we’re simply fueling their financial journey.

OUR WHAT

Wealth management services

Holistic business succession planning

Advanced estate planning strategies

Tax planning

THE MILESTONE TEAM

At Milestone, we believe a team-based approach to wealth management ensures our clients benefit from a coordinated, disciplined methodology and the highest levels of service. Our team consists of Shawn Boos, Steve Booker, Steve Nielsen and Korina Fandrick. Although each has specific expertise, we believe that, together, we offer a combination of skills and experience that is truly leading edge.