Milestone Asset Management, LLC

Jared Foote is a financial advisor with Milestone Asset Management, LLC, holding a Series 65 designation. He has been in the industry since 2022, with prior experience at WealthPoint Advisors and New York Life. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets across about 1,200 client relationships, utilizing a combination of internally managed and third-party model portfolios with discretionary management and a tactical and strategic investment approach.

Calen Cummins is a financial advisor with Milestone Asset Management, LLC in Pittsburgh, PA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Milestone, he worked at Cummins and Perry Products and held positions at Westminster College and Hampton High School. Cummins also operates as an independent insurance agent focusing on accident and health, life, and fixed annuities. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets using a combination of internally managed and third-party model portfolios, employing both tactical and strategic approaches.

Patrick Reinheimer is a financial advisor at Milestone Asset Management, LLC in Pittsburgh, PA, holding the ChFC® designation and Series 65 license with six years of industry experience. His previous roles include positions at Brookstone Capital Management and Power Home Remodeling Group. He also holds a Life and Health Insurance License in Maryland. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets and employs a team serving about 1,200 client relationships, utilizing a combination of internally managed and third-party model portfolios with both tactical and strategic investment approaches.

James Masone is a financial advisor at Milestone Asset Management, LLC with two years of industry experience. He holds the Series 65 designation and previously worked at FNB of PA, CNB Bank, and Northwest Bank. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets across about 1,200 relationships, utilizing a combination of internally managed and third-party model portfolios with both tactical and strategic investment approaches.

Thomas Hayes is a financial advisor at Milestone Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including positions at the University of Tampa and Crooked Stick Golf Club. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets using a mix of internally managed and third-party model portfolios, employing tactical and strategic approaches informed by fundamental, technical, cyclical, and charting analysis.

Austin Catania is a financial advisor at Milestone Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at AMJ Financial Wealth Management LLC, Andersen, and MV Financial. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets through a combination of internally managed and third-party model portfolios, employing both tactical and strategic approaches.

Colin Barcley is a financial advisor with Milestone Asset Management, LLC, holding a Series 66 credential and five years of industry experience. He previously worked at Csenge Advisory Group, Financial Success Strategies, and Conscious Capital. In addition to his advisory role, he is involved in insurance sales through West Advisory Group, focusing on life, long-term care, and fixed annuity products. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets across about 1,200 relationships, employing a mix of internally managed and third-party model portfolios with discretionary management and tactical and strategic approaches.

Dennis Jacques is a financial advisor at Milestone Asset Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Milestone, he worked at Optimus Technologies, Hyosung, ConvergeOne, and Reed Smith LLP. Jacques is also involved with West Financial Group Inc. in insurance sales. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets using a combination of internally managed and third-party model portfolios, employing both tactical and strategic investment approaches.