Milestone Asset Management Group is a Fee-Only registered investment advisor. We provide goals-based wealth management, including planning for retirement, education, legacy, and other life goals to individuals and small businesses. Whether you are currently in the industry and looking for a fresh start or interested in a career change – we would love to speak with you. Follow the link below to contact us today.
President, Financial Planner
Michael is committed to helping people create strategies, which will help them pursue their financial goals and objectives. He brings over 20 years of experience in the financial services industry to his clients. During Michael’s career, he has had the opportunity to structure unique and complex solutions for his clients. Prior to founding Milestone Asset Management Group, Michael spent well over a decade working with High Net Worth individuals and their families at Fidelity Investments. Michael was responsible for overseeing close to a half a Billion dollars worth of client assets, specializing in management, retention and development of High Net Worth Clients, who have at least $1,000,000 in investable assets. Recently Michael completed his coursework for the Accredited Investment Fiduciary® designation from the University of Pittsburgh.
Michael also co-founded Visionary Private Wealth Management Group in 2013, a very successful RIA and in 2016 Michael launched Milestone Asset Management Group LLC. Michael is a committed fiduciary to his clients. Active in the community, Michael serves as:
Michael resides in Avon, CT with his wife, Nelly and their four children. When he is not at work, Michael enjoys spending time with his family and training in the mixed martial arts, specifically the art of Brazilian Jiu Jitsu.
Rich LoPresti CFP®CWS®
Rich LoPresti is a seasoned financial advisor with twenty plus years experience in the financial
services industry. As a Certified Financial Planner™ (CFP®), his emphasis is on customized portfolio management, with specialties in portfolio construction, risk management and retirement income planning. Prior to starting the Milestone Asset Management Group office in Milford, CT, Rich served in New York as a Wealth Strategist at BakerAvenue, a boutique private investment firm, where he provided financial planning for high net worth families and small businesses. In addition, Rich served as an Account Executive at Fidelity Investments where he focused on all aspects of wealth management, from the accumulation of assets, preservation, retirement distribution and tax efficient transfer of wealth to future generations. Prior to his work at Fidelity, Rich began his finance career with E*TRADE Financial where he contributed to opening the 1st retail branch in New York City.
Rich received a Bachelor of Science degree in Finance from Pace University in 2000 and
M.B.A. degree from AIU in 2005. He holds Certified Financial Planner™ (CFP®) and Certified
Wealth Strategist (CWS®) designations.
He is eager to put his long commute to the City behind him to work with individuals, families and small businesses within the local community to educate and support them in reaching their personal financial targets.
Daniel Knierim, CPA, is a graduate of Roger Williams University obtaining his Bachelor of Science degree in Accounting in 2010. He received a Masters in Accounting and Taxation from the University of Hartford in 2016. Dan joined the firm as an Associate in December 2011 and was admitted to the partnership in 2019. Previous to his employment with our firm, Dan gained accounting and tax experience through internships with various CPA firms throughout the Greater Hartford Area. He is a member of the American Institute of Certified Public Accountants and the Connecticut Society of Certified Public Accountants.
Daniel resides in Simsbury, Connecticut with his wife and two children.
*Daniel Knierim is not affiliated with Milestone Asset Management Group LLC and is a partner at Courtney,Fink & Forbes,LLP
Life & Health
Stephen has over 50 years of experience in the Insurance Business. He enjoys playing tennis, boating, hiking and landscape design and has gone on several off-road motorcycle trips to Mexico, Nevada, and Utah. Stephen has been involved with the South Park Inn for 29 years, and have been a board member for 25 years. During his free time, you can find Stephen in Stonington working at his new house and maybe some boating.
*Stephen King is not affiliated with Milestone Asset Management Group LLC
Senior Compliance Consultant (Financial Planners Assistance)
Jim joined Financial Planners Assistance in 2013. He started his compliance career at Raymond James & Associates in their Asset Management Services division where he worked as a Compliance Advisor to their SMA Wrap Programs and earned his Series 7, 24, and 66 licenses. More recently, he served as the Senior Compliance Manager for Roosevelt Investments, a $5 Billion Registered Investment Adviser whose activities include serving as Adviser to multiple mutual funds, Sub-Adviser on wire house Wrap and UMA Programs, institutional research publication, and quantitative, fundamental, and hedged investment strategies. Jim has served as an expert panelist and has been featured in IA Weekly.
Jim earned a BA in Political Science, with a minor in Economics, from the University of South Florida and an MBA from the University of Phoenix.
*Jim Cullen is not affiliated with Milestone Asset Management Group LLC
Grace is graduated from the University of Puget Sound in 2017 with a B.A. in Psychology. She has previously held assisting roles in the business law and social work fields. She loves dogs, painting, and finding new places to explore.
*Grace Tallen is part of our back-office support team via RIA Innovations
As operations manager, Dessy’s main focus is project management, advisor onboarding experience, and projecting support throughout the firm. Dessy is registered as an Investment Advisor Representative, holds a Masters in Business Administration, a paralegal certificate in the State of Washington, and is a Professional Certified Marketer.
*Dessy Raza is part of our back-office support team via RIA Innovations
Shelby has over 23 years of experience in financial services. The last 16 years she has been working directly with Registered Investment Advisors. Prior to joining RIA Innovations, Shelby worked in Advisor Services Relationship Management with Charles Schwab. Prior to that, she worked at Merrill Lynch as a Client Associate.
Shelby is registered as an Investment Advisor Representative. In her free time, she enjoys anything fitness related, traveling, and learning to fly fish.
*Shelby Eckhardt is part of our back-office support team via RIA Innovations