Milestone Partners

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Deborah Federick

Deborah Federick

CRPC®, APMA®, CDFA®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Deborah Federick's website
Jason Palmer

Jason Palmer

CFP®, CRPC®, APMA®

Private Wealth Advisor

Franchise Owner
Visit Jason Palmer's website
Zeph Rouquette

Zeph Rouquette

APMA®

Financial Advisor

Visit Zeph Rouquette's website
Sarah Walsh

Sarah Walsh

CFP®, CDFA®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Sarah Walsh's website
Justin Snowden

Justin Snowden

Associate Financial Advisor

Visit Justin Snowden's website

Team

Sheila Oakley

Sheila Oakley

Client Service Manager

Roles & Responsibilities

  • Sheila Oakley joined my practice in 2006. She manages all aspects of client service, including scheduling, paperwork and transactions.
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Michelle Conklin

Michelle Conklin

Client Service Coordinator

Roles & Responsibilities

  • for the practices of Shannon Harris & Sarah Walsh
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Michelle Collis

Michelle Collis

Event Planner

Carisa Epperson

Carisa Epperson

Paraplanner

Rahul Sharma

Rahul Sharma

Financial Planning Specialist,

Chartered Retirement Planning Counselor℠
Danielle Hill

Danielle Hill

Client Service Coordinator

Laura Moody

Laura Moody

Client Service Coordinator

Jason Canaday

Jason Canaday

Paraplanner

Lori Tegtmeyer

Lori Tegtmeyer

Paraplanner

Jennifer Keltner

Jennifer Keltner

Client Service Coordinator

Amy Cheek

Amy Cheek

Practice Manager

Isabel Simental

Isabel Simental

Financial Planning Specialist