Jeffrey Hegedus

Jeffrey Hegedus

Financial Planning Associate

Jeffrey Hegedus – Financial Planning Associate


I was born and raised in Bethlehem, PA. I grew up right next to Yosko Park, where my friends and I played sports, rode bikes, and swam from morning to night in the summertime. My core group of childhood friends and I are still very close to this day.

My father was a Teamsters Union truck driver and instilled a strong work ethic in me. My mother worked odd jobs but was mostly a stay-at-home mom. They divorced when I was young but maintained a great relationship to make sure my sister and I were well taken care of. My parents have had a profound impact on my life and have taught me what it means to be a good person, even when nobody is watching.

My path in the financial services industry was a little unusual. After high school, I obtained an associate’s degree in electrical maintenance and construction technology. I landed a job in the energy industry as a power plant operator where I worked for 10 years. In 2016, my father was diagnosed with cancer and it really made me reevaluate my life. I decided that I didn’t want a “job” where I just counted down my days to retirement; I wanted a career that I loved. I had a strong interest in investing and the stock market, and I loved helping my friends and family with their personal finances. With that in mind, I decided to pursue a degree in finance. I graduated from DeSales University with a bachelor’s degree in finance with a financial planning concentration. While finishing my degree, I started my career as a client relationship associate in the investment services department at Vanguard where I obtained my FINRA SIE, Series 7, and Series 63 securities registrations. At Vanguard, I gained valuable experience in client service and operations. When I was offered the role of financial planning associate with Milestone, I knew it was the opportunity I was looking for and was eager to join the team.

Outside of work, I enjoy a wide range of activities and hobbies. I love to travel – most recently to Madeira, Portugal, with my amazing wife, Victoria, for our 10th wedding anniversary. I enjoy golf, reading, hiking, spending time with my family, and listening to podcasts on a variety of topics, and I am a die-hard Buffalo Bills fan. I am also a member of Life Church Nazareth and a member of their “Fight Club” men’s fellowship group.

Jeff H on vacation

My wife is a registered nurse who graduated from Cedar Crest College with a BS in nursing. She has spent time working for St. Luke’s and Lehigh Valley Hospital in a variety of roles and is currently a post-anesthesia care (PACU) nurse for a private surgery office in the Easton area where she cares for patients before and after they have outpatient surgery. She is also a fitness enthusiast and instructs “hot yoga” classes in Bethlehem. We live in Palmer Township with our dog, Bella. We were both born and raised in the Lehigh Valley and love calling this place our home.

Jeff H Dog