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Mihir Saudagar is an active member of the Rotary Club of Allentown, reflecting his strong commitment to service and community impact. Through Rotary’s mission of giving time, talent, and resources to support those in need, Mihir is proud to contribute to efforts that make a meaningful difference both locally and around the world.

Justin Poccia is a proud member of the Chester County Estate Planning Council, where he is committed to building meaningful partnerships and supporting fellow professionals in the community. CCEPC allows the opportunity to enhance skills, expand networks, share insights, and exchange ideas to build and strengthen relations within the estate planning community.

In 2026,  Milestone Financial re-joined the TriCounty Area Chamber of Commerce. TCACC's mission is to leverage the power of membership to provide valued membership services and proactive leadership for the tri-county region.

In 2026, Jeffrey Hegedus and Jeff Lanscek finished as co‑champions of the Gridiron Giveback fantasy football league. Jeffrey donated his winnings to help support The Lehigh Valley Humane Society. His donation will help support saving animals from neglect, abandonment, and abuse through rescue, rehabilitation, and adoption.

In 2026, Jeff Lanscek and Jeffrey Hegedus finished as co‑champions of the Gridiron Giveback fantasy football league. Jeff donated his winnings to help support Junior League of the Lehigh Valley. His donation will help support the Junior League LV in their efforts of educational disparity, food access, and developing the potential of women.

In 2024, Jeffrey Hegedus won the Gridiron Giveback fantasy football league and chose to donate the league’s winnings to the Pediatric Cancer Foundation of the Lehigh Valley. His generosity turned a fun competition into meaningful impact, helping support local families and children facing pediatric cancer.

David Coult is very passionate about The Wildlands Conservancy. He previously served as Board Chair and Treasurer.  Dave loves to be outdoors and is honored to help support the Wildlands' mission to protect natural lands and promote environmental education.

Milestone Financial proudly sponsors the Friends of Brandywine – a booster club that helps raise money for families in need within the Brandywine Heights Area School District.

Milestone Financial is a proud sponsor of the General Carl Spaatz National USAAF Museum located in Boyertown, PA. The museum is packed with stories, exhibits, and artifacts that are bound to take you back in time.

Justin Poccia  joined the Board of The Boarders and Stewards of the Monastery, reflecting his commitment to community involvement and stewardship. This opportunity allows him to help support the organization’s mission and preserve an important local landmark for future generations.

In 2023 and again in 2025, our team proudly organized food drives benefiting Second Harvest Food Bank to help support families facing food insecurity. These efforts reflect our ongoing commitment to strengthening the communities we serve through meaningful, local impact.

Our team also hosted food drives in 2023 and 2025 in support of Chester County Food Bank, helping provide essential resources to neighbors in need. Giving back through these initiatives is an important way we live out our values and support our broader community.

Justin Poccia is proud to serve on the board of the Whitehall Township Preservation Society - a nonprofit dedicated to preserving our local heritage. The organization’s primary focus is maintaining and enhancing the historic Helfrich Springs Grist Mill, built by Peter Grimm in 1807.

Our Operations Manager, Tyler Watkins,  is very passionate about football! For the last several years he has served as a PIAA Football Official and officiates games, from youth to high school, every fall. Tyler enjoys being able to be involved in the local community while enjoying a sport he loves.

In 2023, our team proudly participated in a community walk benefiting the National Multiple Sclerosis Society, showing our support for individuals and families affected by multiple sclerosis (MS). Coming together for this cause was a meaningful way for us to raise awareness, honor those impacted, and give back to the community.