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Client Spotlight: Alice Hunt
Every client spotlight is special, but this edition features none other than Dave’s mom, Alice Hunt. Born in Minneapolis in 1937, Alice...
May 9, 2024


Client Spotlight: Jack & Teri Bray
Milestone Wealth clients Jack & Teri Bray have been working with Dave for over 20 years. A work relocation brought them to Greenville in...
Mar 1, 2024


Client Spotlight: Lawrence Behr
Lawrence Behr was born in New Jersey to a Mexican father and a Hudson River Dutch mom, providing a culturally blended household. His dad...
Feb 29, 2024


Client Spotlight: Greg & Laura Sweet
Greg and Laura Sweet family have been clients of Milestone Wealth for almost 8 years. They met many years ago during a prayer meeting at...
Feb 1, 2024
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