About Milestone

More Than a Decade of Trusted Support

Milestone pioneers unique and powerful tools that help people secure a strong financial future. If a 453 Plan is right for your situation, Milestone will develop the plan in lockstep with you – focusing on your needs and financial goals.

"Milestone is a tour de force. My firm has utilized the Milestone team on a number of occasions for a wide array of clients whose circumstances could not be more different from one another."
A.J. Miller
The Milestone Team

Your Dedicated Team

Meet the professionals who will be on your team. 

Amy Fogle

Chief Executive Officer

Matthew Zimmerman

Director of Business Development

Laura Fetto

Director of Settlement Planning

Patrick Hoover

Attorney – Senior Associate