Meet Your CFP®
Professionals & Client Service Team

Milestone Financial Planning is a fee-only financial planning and investment management firm. Our advisors, all CFP® professionals, are physically located in Bedford, NH and Newmarket, NH but also service clients around the country. Our advisors come from a variety of different backgrounds, are inclusive, LGBTQ+ friendly, and have many years of combined experience providing financial advice to a diverse set of clients. At Milestone our advisors incorporate tax planning in all our financial plans along with an array of other financial planning services.

We will meet with you in person or via video. Advisory services are only offered to clients or prospective clients where Milestone and its representatives are properly licensed or exempt from licensure.

Jennifer L. Climo, CPA, CFP®, MSFP
Jennifer L. Climo, CPA, CFP®, MSFPOwner • CEO & Senior Advisor
Jonathan C. Harrington, CFP®, MSFP, MST
Jonathan C. Harrington, CFP®, MSFP, MSTOwner • Senior Advisor
Kathryn K. Lund, CPA, CFP®, MSFP, MST, MBA
Kathryn K. Lund, CPA, CFP®, MSFP, MST, MBAOwner • Senior Advisor
Steve Jacobsmeier, CFP®, ChFC®, CLU®
Steve Jacobsmeier, CFP®, ChFC®, CLU®Advisor
Daniel Koppel, MSFS, CFP®
Daniel Koppel, MSFS, CFP®Advisor
Kyle Labelle, CFP®
Kyle Labelle, CFP®Advisor
Jean Fullerton, CFP®
Jean Fullerton, CFP®Senior Advisor, Emeritus
Jessica Czarnionka
Jessica CzarnionkaOperations Leader
Evan Marquis
Evan MarquisPlanning Associate
Kathryn Wiggins
Kathryn Wiggins Planning Associate
Garrett Lambert
Garrett Lambert Planning Associate
Garrett Climo
Garrett ClimoPlanning Associate
Erin Matyczynski
Erin MatyczynskiProject Leader
Brianna Bergeron
Brianna BergeronClient Service Representative

Schedule a complimentary consultation today. No cost or obligation. Just honest and objective conversation.