At Milestone, we believe a team-based approach to wealth management ensures our clients benefit from a coordinated, disciplined methodology and the highest levels of service. Our team consists of Shawn Boos, Steve Booker, Steve Nielsen and Korina Fandrick. Although each has specific expertise, we believe that, together, we offer a combination of skills and experience that is truly leading edge.

Shawn Boos, CIM®, CFP®‚Äč
Steve Booker, B. Comm, CFP®, CIM®, CLU®
Steve Nielsen, B. Comm, FMA, CIM®, CFP®
Korina Fandrick, CFP®
Ashley Wall, Office Administrator

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