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 I got my money, we drove to his financial advisor’s office and we 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.
I am proud to have grown up in and call Eastern North Carolina my home. My early years were spent in the Greenville area where I enjoyed sports and being in the outdoors. I attended D. H. Conley High School and then went on to study at the University of North Carolina Wilmington (UNCW). While I was at UNCW I was a member of the Honors College, the Student Government Association and various other student organizations in which I held numerous leadership positions.
In my junior year I was elected and served as the Student Body President of UNCW. During that time, I was the head of the Student Government Association and the only student member of the Board of Trustees. My team and I worked to improve the overall student experience and make a difference in the surrounding community.
In May of 2020 I graduated Summa Cum Laude from UNCW with a double major in Supply Chain Management and Business Analytics. I then began my professional career as a Supply Planner for Georgia-Pacific working within their Dixie Consumer Products Division. In March of 2021 I joined the Milestone Wealth team and plan on being heavily involved in civic, professional and faith-based communities. I look forward to serving the Eastern North Carolina area and improving the lives of those who call it home.
MEGAN STOKESBorn and raised in Greenville, a place I can always call home. I attended D.H. Conley High School where I was a member of the DECA Society. I then went to study and obtained a degree in Business Administration at Pitt Community College.
I met my husband just out of high school, and we have been blessed with two beautiful kids. We love to spend time at the river with friends during the Summer cooking out and relaxing.
With over a decade of customer service experience, I am excited to have the opportunity to provide our clients an exceptional service as the Client Concierge at Milestone Wealth.