Operations Associate

Garrett joined Milestone Financial Planning, LLC in 2023 and serves as an Operations Associate, supporting the firm across compliance, marketing, operations, and client service. In his role, Garrett helps ensure that internal processes run efficiently, regulatory requirements are met, and client communications are handled with accuracy and care. His attention to detail and commitment to operational excellence allow the advisory team to focus on delivering a high level of service and strategic guidance to clients. 

Garrett also plays an active role in coordinating firm initiatives and supporting community and volunteer efforts, reflecting Milestone's commitment to service both inside and outside the office. 

He earned his Bachelor's degree in Finance from the University of New Hampshire. Garrett resides in Hudson, New Hampshire, and enjoys spending time with family and friends. In his free time, he enjoys watching and playing sports and spending time at the beach and lake during the summer months.