Cole Dorshimer - Financial Planning Assistant
My interest in finance began at a young age, thanks to my mother. Growing up, I watched her balance life as a single, dedicated, and hardworking parent, and she became one of my greatest inspirations. When daycare was not an option, I would spend time after school at her job at Wells Fargo. That early exposure gave me a small but meaningful glimpse into the financial industry and introduced me to the importance of saving, budgeting, and being mindful with money. Those lessons stayed with me throughout my life and ultimately helped lead me to the financial planning path I follow today.
In high school, I began taking every finance course Pen Argyl offered to build my financial literacy. Although there were only a few, they quickly became my favorite classes. I was thrilled to be able to apply what I was learning in real time through conversations at home with my mom.
After high school, I attended Kutztown University, where I dual majored in Finance and Personal Financial Planning. I learned about the Applied Investment Management Association (A.I.M.), which is a highly regarded student-run organization that manages a portion of the school’s endowment. The organization was invite-only, so I made a point to connect with my finance professors and put my best foot forward in every class. That effort paid off when one professor recommended me for membership. During my time in A.I.M., I worked diligently and was invited back the following semester to serve as Chief Financial Officer (CFO), a role that gave me valuable insight into what portfolio management looks like in practice.
When I'm not working, I enjoy spending time with my girlfriend, dogs, friends, and participating in a wide variety of activities. These include golfing, social gatherings, traveling, and other outdoor activities.
This all led me to where I am today! Starting at Milestone felt like a dream come true and I am thrilled to be a part of a phenomenal team. As I continue to learn and grow in my role, I am excited to help clients feel confident in every financial decision they make!