Daniel Knierim, CPAPartner at Courtney,Fink & Forbes,LLP

    Daniel Knierim, CPA, is a graduate of Roger Williams University obtaining his Bachelor of Science degree in Accounting in 2010. He received a Masters’s 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

    Welcome to Milestone Asset Management Group

    Milestone Asset Management Group is a Fee-Only wealth management firm headquartered in Avon CT, that offers Financial Planning and Wealth Management services with a focus on small business retirement plans and independent professionals & their families with $250,000 of investable assets.