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, 2020-2024
  • Travis Federick, Five Star Wealth Manager, 2016-2019, 2021-2024
  • Deborah Federick, Five Star Wealth Manager, 2012-2024
  • Deborah Federick, Ameriprise Circle of Success, 2021-2024
  • Travis Federick, Ameriprise Ultimate Digital Excellence Award, 2021-2022, 2024

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

Client Testimonial

Travis and his Milestone Partners team are amazing! We’ve truly enjoyed working with them for the last several years. From our first visit, it was clear he had a high level of knowledge and cared about what mattered most to us. Travis took the time to get to know us personally, our financial goals and long-term needs. We felt very comfortable placing our trust in him and, over the years, he has proven that this trust was warranted. We have recommended Travis and his team to many friends and family. Those that chose to partner with him are very happy they did! Working with Travis and his team has been a great decision that has provided us with a high level of confidence for our financial future!

Allen and Suzanne B