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Our Teams

Planning Team

Carl Landis

Carl Landis

Emeritus Financial Planner and Mentor

Kyle Long

Kyle Long

Financial Planning Assistant

Service Team

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!