Experience

Millstone Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Chief Investment Officer

  • Aug 2003 - Present

  At our firm, we have the client—and only the client—in mind. Upon choosing to work with Millstone Financial Group, you become a member of the Millstone Family. We like to say “People first, numbers second” because we truly believe that planning for your retirement isn’t something to take lightly. We look at your individual situation, goals and concerns and design a unique plan that works for you and your family. Once that plan is in place, we continue to monitor and make necessary adjustments based on your changing needs or the demands of the market. Because that’s what family does. To learn more about Millstone Financial Group, please visit https://millstonefinancial.net/ Show less



Metlife Financial Services

• Registered Representative

  • Sep 1990 - Aug 2003