Our Team
Our Mission
Empowering families to be faithful stewards of their finances to achieve their life goals and leave an enduring legacy.
Our Vision
To be the most successful independent wealth management practice in eastern North Carolina.
Core Values
Inspiring people to envision a fulfilling life.
Empowering people to pursue their life goals.
Reflecting God’s love and grace.
WEALTH MANAGER
DAVE HUNT, CFP®, CBEC®, AAMS®
I learned throughout my childhood the positive influence money could have on the lives of others. My dad worked hard, and our family had a good life. I saw how he often gave to charity as well. And because we weren’t struggling for money, my mom was able to donate some of her time to our church. In short, money can make an impact.
Fast forward to college and I was looking for the right direction. A financial advisor spoke at a fraternity dinner and showed me what a financial advisor can do to impact the people around them- and I was hooked.
That was the foundation for Milestone Wealth. I recognized that being good at investing helps people grow their wealth and increase their influence for good. I’ve spent the past 30 years serving business owners so they can have true influence over their time, money, and business.
As a CERTIFIED FINANCIAL PLANNERTM, I help lead our advisory team as we help business owners turn complex financial decisions into simple conversations for greater influence. With greater faithfulness and stewardship, we now get to change the lives of business owners and their families across the U.S.
As a Certified Business Exit Consultant, I help business owners set up a smooth and successful exit from their business. Exiting a business can be a complicated process, and having the assistance of a professional can be invaluable.
We see a future where more business owners get unstuck and free to focus on what they love in their business and life. There is little in this life more rewarding than knowing we played a part in that newfound freedom.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
ASSOCIATE WEALTH MANAGER
ROBERT HOUGH
As Associate Wealth Manager, my goal is to provide you with sound advice and to make sure you are heard, valued and on track to meet your personal goals and dreams. I look forward to using my extensive customer service skills as well as my passion for studying the market to assist you.
I grew up in the small town of Middlesex, North Carolina, where I attended Southern Nash High School and graduated first in my class. In December of 2022 I graduated from ECU in 3.5 years with my Bachelor’s in Finance. During my time at ECU, I was honored to be a member of the investment club and participate in an eight-person graduate level class who actively managed ECU’s endowment fund. We studied under our professor who has extensive experience constructing and analyzing billion-dollar portfolios.
I recently married my wife, Kathryn, and we are very excited to make Greenville, NC our home. We enjoy serving at our local church and participating in anything that involves a little healthy competition.
CLIENT CONCIERGE
LOGAN BJORNSON
I am excited to be a part of the Milestone Wealth team as Client Concierge. In this role, I will use my organizational and communication skills to ensure you have an exceptional client experience at Milestone Wealth.
Born and raised in the Charlotte area, I attended ECU as a Math major. After college, I served as the Director of Finance and Administration and Director of Events for Downtown Greenville.
I met my fiance, Mac, while attending ECU, and he now works for the American Red Cross in Greenville. Outside of the office, you’ll often find me reading books or spending time with our Bernese Mountain Dog, Bruno.
Here are some of the charities that Milestone Wealth supports
