Milestone Partners

Summer Welcome at Mizzou was a success!

Deborah and Travis had the chance to spend a few days on campus with Brady as he completed freshman orientation and got a taste of what life as a Tiger will be like. It's exciting to see him preparing for this next chapter.

August move-in will be here before we know it. We're proud of him and looking forward to seeing all that the future holds.

Proud to be part of a firm where trust isn’t just talked about — it’s built every day.​

Ameriprise Financial was named one of Newsweek’s 2026 Most Trustworthy Companies in America, recognizing our commitment to strong governance, ethical practices, and always putting clients first.​

Trust is foundational to the relationships we build and the guidance we provide, and we're grateful to work for a firm that shares those values.

​Learn more about Ameriprise Financial performance in the investment industry: https://bit.ly/3df9a5L

What a great night at the Frisco RoughRiders game!

Thank you to everyone who joined us for an evening of baseball, conversation, and fun. Events like these are a great reminder that some of the best connections happen outside the office.

We appreciate everyone who took time out of their busy schedules to spend the evening with us and help make it such a memorable event.

Summer is here! Longer days, changing routines and more time spent outside.

Today is about recognizing the role fathers and father figures play — through guidance, support and the example they set over time.

Wishing a great day to all who are celebrating.

Today we recognize Juneteenth.

What would make you say, “Yep…this is the retirement I pictured”? Reach out, and we’ll build a strategy to help support the life you want – not just the number you need.

On this day in 1777, the U.S. adopted its first official flag. A lot has changed since then — but the meaning behind it continues to represent the country’s story.

Planning works best when decisions are coordinated, not made in isolation.

Income, investments, taxes, retirement timing and legacy goals are all connected. Changing one variable often impacts the others.

At Milestone, we focus on bringing structure to those decisions. That means:
• Understanding priorities
• Evaluating trade-offs
• Adjusting as circumstances change

The goal isn’t complexity. It’s clarity — so decisions are made with context, not guesswork.

https://bit.ly/4gfhDJV

You finally have the time—but where did everyone go? Freedom in retirement can come with an unexpected cost: isolation. Reach out to start building a plan that supports both your financial and emotional well-being.