Broker Check

Our Teams

Leadership Team

David S. Coult, CFP®, CLU®, ChFC®, CPFA

David S. Coult, CFP®, CLU®, ChFC®, CPFA

Founder and President

Justin R. Miller, CFA®

Justin R. Miller, CFA®

Partner and Chief Investment Officer

Tyler Watkins

Tyler Watkins

Operations Manager

Advisor Team

Jeff Lanscek, CFP®, ChFC®

Jeff Lanscek, CFP®, ChFC®

Senior Wealth Advisor

Paul Juliano, Jr, CFP®

Paul Juliano, Jr, CFP®

Senior Wealth Advisor

Mihir Saudagar, MFin, AIF®, ChFC®, CFP®

Mihir Saudagar, CFP®, MFin, ChFC®, AIF®

Wealth Advisor

Holly Clarke, CFP®

Holly Clarke,  CFP®

Wealth Advisor

Justin Poccia, ChFC®

  Justin Poccia, ChFC®

Financial Planner

Planning Team

Jeffrey Hegedus, CFP®

Jeffrey Hegedus, CFP®

Wealth Advisor

Carl Landis

Carl Landis

Emeritus Financial Planner and Mentor

Kyle Long

Kyle Long

Financial Planning Assistant

Service Team

Kelly Cannone

Kelly Cannone

Client Service Manager

Audrey Rake

Audrey Rake

Client Service Associate

Ann Case

Ann Case

Client Service Associate

Brenna Ward

Brenna Ward

Marketing and Event Coordinator

Brian Case

Brian Case

Human Resources Professional

Click on any of the photos or names above to learn more about the individuals who work at Milestone Financial Associates!