Milestone Financial Planning, LLC

Kyle Labelle is a CFP® and holds a Series 65 license, with four years of experience in the financial industry. He has worked at Milestone Financial Planning, LLC since 2021 and previously held roles at Freeman Company and Benchmark Senior Living. Milestone Financial Planning, LLC serves individuals, high-net-worth clients, trusts, non-profit organizations, and small businesses with comprehensive financial planning and discretionary investment management on a fee-only fiduciary basis. The firm emphasizes disciplined asset allocation, low-cost diversified funds, tax-aware portfolio management, and coordination with other client advisors.

Katherine Soucie is a financial advisor at Milestone Financial Planning, LLC with a Series 65 credential and one year of industry experience. Prior to joining Milestone, she worked at Soucie & Company, PC for two years. Outside of her advisory role, she has been involved with Ron's Ice Cream & Bowling. Milestone Financial Planning serves individuals, high-net-worth clients, trusts, non-profit organizations, and small businesses with comprehensive financial planning and discretionary investment management as a fee-only fiduciary. The firm employs a disciplined investment approach focused on low-cost, broadly diversified funds, tax-aware portfolio management, and coordination with clients’ other advisors.

Kathryn Wiggins is a financial advisor at Milestone Financial Planning, LLC with two years of industry experience. She holds a Series 65 designation and previously was a full-time college student. Outside of her advisory role, she volunteers as a tax preparer for a local CPA firm, assisting with individual and trust tax returns without compensation. Milestone Financial Planning serves individuals, high-net-worth clients, trusts, non-profits, and small businesses with comprehensive financial planning and discretionary investment management. The firm employs a disciplined, tax-aware investment approach using low-cost diversified funds and third-party managers, and coordinates closely with clients’ other professional advisors.

Steven Jacobsmeier is a CFP® and ChFC® with 23 years of industry experience. He is currently with Milestone Financial Planning, LLC and has previously worked at Origin Financial, Crestwood Advisors Group, and Heritage Financial Services. Milestone Financial Planning serves individuals, high-net-worth clients, trusts, non-profit organizations, and small businesses, providing comprehensive financial planning and discretionary investment management as a fee-only fiduciary. The firm emphasizes disciplined asset allocation, low-cost diversified funds, and tax-aware portfolio management, avoiding market timing and speculative strategies.

Jennifer Climo is a CFP® and Series 65-licensed advisor with 22 years of industry experience. She is a principal at Milestone Financial Planning, LLC and also owns Jennifer L. Climo CPA PC, a tax preparation practice serving individuals and trusts. In addition, she serves as a finance elder at Bedford Presbyterian Church. Milestone Financial Planning, LLC provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, nonprofits, and small businesses. The firm follows a fee-only fiduciary model with an investment approach focused on disciplined asset allocation, low-cost diversified funds, tax-aware management, and coordination with clients’ other advisors.

Evan Marquis is a CFP® and holds a Series 65 license, with two years of experience in financial advising. He currently works at Milestone Financial Planning, LLC and previously held roles at TD Bank, N.A., and the University of Southern Maine. Outside of advising, Evan volunteers as a tax preparer for individuals and trusts without compensation. Milestone Financial Planning serves individuals, high-net-worth clients, trusts, non-profits, and small businesses with comprehensive financial planning and discretionary investment management as a fee-only fiduciary. The firm emphasizes disciplined asset allocation, tax-aware portfolio management, and the use of low-cost, broadly diversified mutual funds and ETFs.

Jonathan Harrington is a CFP® professional with nine years of experience in financial planning. He has been with Milestone Financial Planning, LLC since 2016 and serves concurrently as a Civil Affairs Officer in the U.S. Army Reserve. Harrington also works as an independent tax preparer on a limited basis. Milestone Financial Planning serves individuals, high-net-worth clients, trusts, non-profits, and small businesses with comprehensive financial planning and discretionary investment management on a fee-only fiduciary basis. The firm emphasizes disciplined asset allocation, low-cost diversified funds, and tax-aware portfolio management while coordinating with clients’ other advisors.

Jean Fullerton is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been with Milestone Financial Planning, LLC since 2016, currently serving as an advisor at the firm’s Bedford, NH office. Milestone Financial Planning, LLC serves individuals, high-net-worth clients, trusts, non-profit organizations, and small businesses with comprehensive financial planning and discretionary investment management on a fee-only fiduciary basis. The firm emphasizes disciplined asset allocation, tax-aware portfolio management, and uses low-cost, broadly diversified mutual funds and ETFs, often incorporating institutional share classes and third-party managers.

Daniel Koppel is a CFP® with 16 years of industry experience, currently advising at Milestone Financial Planning, LLC. His prior roles include positions at Noble Financial Group, MassMutual Life Insurance Company, Baystate Financial, and Metlife Securities Inc. Outside of financial advising, he works as a sailing instructor at Linekin Bay Resort and volunteers as an uncompensated tax preparer for individuals and trusts. Milestone Financial Planning serves individuals, high-net-worth clients, trusts, nonprofits, and small businesses with comprehensive financial planning and discretionary investment management on a fee-only fiduciary basis. The firm’s approach focuses on disciplined asset allocation, low-cost diversified funds, and tax-aware portfolio management, utilizing institutional share classes and third-party managers tailored to client objectives.

Kathryn Lund Wilde is a CFP® and holds a Series 65 license with 19 years of experience in financial advising. She has worked at Milestone Financial Planning, LLC since 2021 and previously spent 14 years at Mosaic Financial Advisors, LLC. In addition to her advisory role, she operates a CPA practice providing tax preparation and non-investment-related financial services for small businesses. Milestone Financial Planning, LLC serves individuals, high-net-worth clients, trusts, non-profits, and small businesses with comprehensive financial planning and discretionary investment management as a fee-only fiduciary. The firm emphasizes disciplined asset allocation, low-cost diversified funds, and tax-aware portfolio management while coordinating with clients’ other advisors.

Garrett Climo is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Milestone Financial Planning, LLC with two years of industry experience. Prior to his advisory role, he operated Climo Landscaping for one year. Milestone Financial Planning, LLC provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, non-profit organizations, and small businesses as a fee-only fiduciary. The firm emphasizes disciplined asset allocation, low-cost diversified funds, and tax-aware portfolio management, with ongoing portfolio monitoring and coordination with clients’ other professional advisors.

Cameron Barker is a financial advisor at Milestone Financial Planning, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Service Credit Union and When Pigs Fly. Outside of advisory work, he volunteers approximately 10 hours per month assisting with tax return preparation as a CPA at Jennifer L. Climo CPA PC without compensation. Milestone Financial Planning serves individuals, high-net-worth clients, trusts, non-profits, and small businesses with comprehensive financial planning and discretionary investment management on a fee-only fiduciary basis. The firm emphasizes disciplined asset allocation, low-cost diversified funds, and tax-aware portfolio management while coordinating with clients’ other advisors.