Milestone Financial Advisors

At Milestone Financial Advisors, our mission is to help you make wise financial decisions.

our team

Let's put your plans in motion

With 35 years of experience and expertise; as financial advisors we can assist you with investment management, retirement planning, wealth transfer, and so much more. We will focus on providing you with sound financial guidance through a variety of strategies that fit your needs to help you reach your financial goals. In addition to helping individuals and families be wise with money, our goal is to help inspire generosity in the Fox Valley Region through programs like Thrivent Action teams and Thrivent Choice Dollars. Call to set up an appointment at 920-628-6179 or to learn more about how we can help serve you.

Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.

Appleton Location

4321 N Ballard Rd Suite 1A-GLAG
Appleton, WI 54919

Phone920-628-6179Hours

M – F: 9 a.m. – 4 p.m By Appointment only

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 920-628-6179

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.