Team profile

Our approach

At Milestone Partners, our philosophy is to deliver an exceptional experience for our clients with each interaction. Our expertise and focus on multi-generational wealth planning helps our clients become confident in their financial future, as well as those they care most about. Striving to build meaningful and lasting relationships to help turn your dreams into reality, we stand with you…every step of the way.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Domestic Partner Planning
  • Intergenerational Planning
  • Women's Financial Strategies
  • Sustainable and Responsible Investing
  • Divorce Financial Planning
  • Charitable Giving
  • Wealth Preservation Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Insurance
  • Social Security Retirement Benefits

Awards & recognition

  • Deborah Federick, Forbes Best-in-State Women Wealth Advisors, 2023-2024
  • Milestone Partners, Ameriprise Client Experience Award, 2020-2023
  • Travis Federick, Five Star Wealth Manager, 2016-2019, 2021-2023
  • Deborah Federick, Five Star Wealth Manager, 2012-2022
  • Deborah Federick, Ameriprise Circle of Success, 2021-2022
  • Travis Federick, Ameriprise Ultimate Digital Excellence Award, 2021

Community participation

Milestone Partners - Community participation photo

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work.

Minnie's Food Pantry

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company and a Military Friendly® Employer. * As of Oct. 28,2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

For our support of lesbian, gay, bisexual and transgender (LGBT) community, Ameriprise is honored to be recognized as a Best Place to Work for LGBT Equality by the Human Rights Campaign Foundation

“Honored to receive recognition

All of us at Milestone Partners are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Milestone team and the great experience we work so hard to provide for our clients every day.

Our photos

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