Our Team

As the Founder and Senior Financial Advisor at Milestones Financial Services, I’ve spent more than 16 years helping individuals and families take control of their financial futures. My approach is rooted in building strong, lasting relationships and guiding clients as though they were family.

I specialize in retirement planning, investment management, and holistic financial strategies, always keeping clients’ best interests at the center of every decision. For me, the most rewarding part of this work is walking alongside people through life’s biggest milestones- ensuring they feel confident, secure, and supported every step of the way.
 

As a CERTIFIED FINANCIAL PLANNER™ and Senior Financial Planner at Milestones Financial Services, I help clients make informed, strategic decisions that align with their personal and financial goals. My work focuses on creating customized, long-term financial plans that balance today’s needs with tomorrow’s possibilities.

I take pride in combining technical expertise with a thoughtful, big-picture approach. Whether it’s retirement income planning, tax-efficient strategies, or wealth management, I ensure every plan is intentional, transparent, and designed to last. My mission is to empower clients with clarity and confidence so they can focus on what matters most in life.

Grace Dadson leads Milestones’ administrative team, bringing clarity, organization, and a people-first attitude to every client interaction. Her background in statistics and planning keeps operations running smoothly, an essential role in keeping your financial journey on track.

Rita Tavpash is an Internal Financial Analyst at Milestones, bringing curiosity, energy, and a deep understanding of financial strategy to every client plan. With a background in marketing and economics, she supports the team with insightful analysis and meeting preparation.

With a background in team support and client service, Sophia brings warmth, organization, and a welcoming presence to the Milestones team. Sophia plays a key role in managing our schedule and ensuring each visit starts with a friendly face. Her goal is to making every client feel supported from the moment they walk in.