Empowering families to be faithful stewards of their finances to achieve their life goals and leave an enduring legacy.
To be the most successful independent wealth management practice in eastern North Carolina.
Inspiring people to envision a fulfilling life.
Empowering people to pursue their life goals.
Reflecting God’s love and grace.
A Steer, A Speaker, and a Dream of Making a Difference
“David, your steer sold for $1,500. You’re not going to just go spend it all. Hop in the truck.”
My dad was a farmer in Morris, Illinois, about an hour and a half outside of Chicago. Growing up in farm country meant participating in 4H and FFA (Future Farmers of America). When I was twelve years old, I raised a steer for 4H that fetched $1,500 at auction.
I was amazed. That was more money than I’d ever had in my life!
Dad was so excited for me, and in his wisdom, he also saw potential. As soon as possible, we drove to his financial advisor’s office and invested that money into a mutual fund. Over the next two years, I kept asking questions about why the money grew, why it would go down, what a stock was – so many questions.
To the financial advisor, I probably looked like a kid getting an early start on retirement.
For me though, I saw the influence I could have over money.
More importantly, 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. It started with a 4H steer, but with greater faithfulness and stewardship, we now get to change the lives of business owners and their families across the U.S.
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
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.
I am so excited to be part of the amazing Milestone Wealth team. I hope to make you feel loved and cared for as soon as you walk into our doors. As the Client Concierge, I am dedicated to help making your experience at Milestone Wealth the best and to serve you not just financially, but also personally!
Born and raised in Cary, North Carolina, I moved to Greenville to attend college. I fell in love with the community and decided to make this part of eastern NC my home. I graduated from East Carolina University with a Bachelor’s degree in Accounting. During my college career, I was a member of Alpha Xi Delta and was Vice President of Finance and Operations for two years. Leadership roles with my sorority and sports teams cultivated my professional development, and I am honored to use my skills as I continue to grow here at Milestone Wealth.
I recently married my husband Gabriel, a fellow graduate of ECU with a Bachelor’s in Music Education. He is now working at Ignite Church as their Worship Director. We love cooking together and going out on adventures.