“Providing great client experiences has always been, and will continue to be, why we do what we do.” 


We Are Hiring

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.

Michael Mezheritskiy

President, Financial Planner

Michael is committed to helping people create strategies, which will help them pursue their financial goals and objectives. He brings over 19 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:

  • President-Elect & Board of Directors Avon Chamber of Commerce
  • President Avon-Canton Rotary International Club
  • Board of Directors Avon Dollars for Scholars
  • Member of Education Committee Avon Chamber of Commerce

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.

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Rich LoPresti CFP®CWS®

Financial Planner

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.

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Stephen King CLU, ChFC

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

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Jim Cullen

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

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Erin Hanley 

Director Of First Impressions

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