United by Vision. Driven by Excellence.
Everything we do at Milestone Wealth is centered around you. We are committed to providing highly customized, high-touch financial guidance to those navigating complexity.
​
We serve a select group of entrepreneurs and families who value access, responsiveness, and proactive thinking. We are dedicated to helping you live a life of significance, without waiting for you to check-in.​​
​What Defines Us:
​
-
A deep bench of credentialed professionals with experience guiding UHNW clients
-
A 360-degree view that integrates business, legacy, tax, and lifestyle considerations
-
A concierge level of service tailored to your preferences
-
A relationship that grows as your needs evolve
Dave Hunt, CFP®, CBEC®, AAMS®
Wealth Manager
From an early age, I learned how money can be a powerful tool for impact. My dad’s hard work provided our family with a good life, while his generosity to charities and my mom’s ability to dedicate time to our church showed me how financial stability creates space to give back. That lesson, that money can influence lives for good, has shaped my career.
​
For more than 30 years, I’ve partnered with business owners to help them gain greater influence over their time, money, and businesses. As a CERTIFIED FINANCIAL PLANNER™ professional, I lead our advisory team in transforming complex financial decisions into simple, actionable conversations. With greater faithfulness and stewardship, we have the privilege of changing the lives of business owners and their families across the U.S.
​
I’m also a Certified Business Exit Consultant, guiding owners through one of the most significant milestones in their lives—the transition out of their business.
Robert Hough, CFP®
Wealth Manager
As a Wealth Manager and CERTIFIED FINANCIAL PLANNER™, my mission is to ensure clients feel heard, valued, and supported as they pursue their goals and dreams. I take a comprehensive approach to wealth management and offer fresh perspectives that inspire clients to think beyond what they once thought possible. As a lifelong learner, I continually seek new insights and strategies to provide guidance that is both innovative and practical, giving clients confidence as they steward their resources with purpose.​
​
Originally from Middlesex, North Carolina, I earned my Bachelor’s in Finance from East Carolina University. While at ECU, I was honored to be a member of the investment club and part of an eight-person graduate-level team entrusted with actively managing ECU’s endowment fund.
My wife, Kathryn, and I are proud to call Greenville, NC home. We love serving at our local church and diving into anything that brings out a little healthy competition, whether that’s sports or board games.
Ryan House
Relationship Manager
I’m honored to join the Milestone Wealth team as Relationship Manager, where I’m committed to delivering best-in-class service and supporting clients through every stage of their financial journey.
​
Originally from Apex, North Carolina, I’ve called Greenville home for the past decade. After studying International Relations at NC State, I worked with a Christian missions organization at ECU, a role that quickly rooted me in this community I’ve grown to love. My career then led me into the financial industry, where I’ve found great purpose in helping clients steward their resources wisely and confidently.
My wife, Danielle, and I are blessed with two wonderful daughters, Harper and Hadley. We’re active members of our church and feel grateful to be part of the Greenville community.
Logan Bjornson
Client Concierge
I’m thrilled to serve as Client Concierge at Milestone Wealth, where I bring my organizational and communication skills to create an exceptional experience for every client.
​
A Charlotte native, I graduated from East Carolina University with a degree in Mathematics. My career began in Greenville, where I served as Director of Finance and Administration as well as Director of Events for Downtown Greenville, gaining valuable experience in both leadership and client engagement.
I met my fiancé, Mac, while at ECU, and he now works with the American Red Cross in Greenville. When I’m not at the office, I enjoy reading and spending time with our Bernese Mountain Dog, Bruno.
Our Mission
Empowering families to be faithful stewards of their finances to achieve their life goals and leave an enduring legacy.
Our Vision
To be the most successful independent wealth management practice in eastern North Carolina and beyond.
Core Values
Inspiring people to envision a fulfilling life. Empowering people to pursue their life goals. Reflecting God’s love and grace.
