Client Spotlight: Alice Hunt
Every client spotlight is special, but this edition features none other than Dave’s mom, Alice Hunt. Born in Minneapolis in 1937, Alice enjoyed the cold winters as a child. She…
Valuing Your Business: An Entrepreneurial Best Practice
Do you know, really know, what your business is worth? There's a good chance that the answer is "no." These days, many entrepreneurs are so focused on running their companies…
Behr and daughter Jennifer celebrate LBA Group’s 60th anniversary
Milestone Client Spotlight: Lawrence Behr
Lawrence Behr was born in New Jersey to a Mexican father and a Hudson River Dutch mom, providing a culturally blended household. His dad was in management for Dupont, and…
Take Care of Heirs and Charities with a Charitable Remainder Trust
Substantial numbers of affluent individuals and families want to use some of their wealth to support the causes and organizations they care about most.
Dave Hunt Attends Dedication of Professorship at ECU
Dave was proud to attend the dedication of the Joseph D. Babb, MD Distinguished Professorship at East Carolina University.
Client Recipes: Margo Babb’s Favorite Recipes
Our most recent Client Spotlight featured Margo Babb, an amazing lady who shared some great stories about her family. As part of our conversation, she also shared two beloved family recipes.
Milestone Wealth Client Spotlight: Margo Babb
Having enjoyed Margo as a Milestone Wealth client for over 10 years, we’re happy she’s here!
Greenville NonProfit Spotlight: Awaken Coffee
Awaken Coffee is a nonprofit coffee shop in Greenville that employs over 30 special-needs people to promote inclusivity and equal opportunity.
Think Different: 6 Key Mindsets of the Highly Successful
Since we all have goals we want to achieve, it makes sense to examine the mindsets of the highly successful to see exactly how they think differently from the rest of the world.
Dave Hunt interview in Private Wealth magazine
In this Private Wealth magazine interview, Milestone Wealth Founder Dave Hunt shares his approach for helping business owners and their families turn complex financial decisions into simple conversations for greater influence.
