Jennifer has been working with individuals and small businesses for her entire career, starting in 1991. Jennifer spent 4 years working as an auditor and tax accountant for a regional CPA firm, and then another 3 years as the Chief Financial Officer for a large nonprofit organization before starting her own CPA firm in 1999 (now Jennifer L Davidson CPA PC) and Milestone Financial Planning, Inc. in 2003.
Jennifer earned her Masters of Science in Financial Planning with High Distinction from Bentley University and the designation of Certified Financial Planner™ practitioner from the Certified Financial Planner Board of Standards, Inc. in 2003. She earned her Bachelor of Business Administration Cum Laude from the University of Massachusetts – Amherst in 1991 and received a certificate of achievement for passing the CPA exam at the first sitting.
Jennifer is a registered advisor with the National Association of Personal Financial Advisors (NAPFA) and a member of the American Institute of Certified Public Accountants.
Jennifer lives in Bedford, NH and enjoys spending vacation time with her friends and family in Wells, Maine.
Jean has been providing fee-only financial planning services since 2002. She has degrees from Tufts and Northeastern in Mathematics, Geology and Computer Engineering, and she received her Financial Planning education from Boston University. She is a Certified Financial Planner Practitioner and a registered advisor with the National Association of Personal Financial Advisors (NAPFA). Jean is also a member of the Financial Planning Association and the National Association of Tax Professionals.
Because of her expertise, Jean has been invited to train other financial planners in creating comprehensive financial plans at NAPFA regional and national conferences. Jean has been quoted in a variety of publications, including Consumer Reports, Forbes, Kiplinger and the Wall Street Journal.
Jean is active in a local group that advocates renewable energy and helps homeowners install their own solar system. She also gardens (including peaches and kiwis), and searches for gemstones at local New England mines.
Jon has been providing financial planning and tax advice to individuals and families since 2004. After spending 4 years working as a wealth planning advisor for a regional private bank, Jon transitioned to the public sector for 7 years providing financial counseling services for families in New York and Massachusetts. Jon joined Milestone Financial Planning in 2016.
Jon earned his Masters of Science in Financial Planning with distinction and Masters of Science in Taxation from Bentley University and is a Certified Financial Planner® practitioner. He earned his Bachelor of Science in Economics and Finance, cum laude, from Bentley University.
Jon is a member of the Financial Planning Association.
Jon lives on the NH seacoast with his wife and two young children and enjoys spending time with his family.
Nick is the newest member of the Milestone team, joining the firm in 2018. Prior to joining our team, he worked for four years providing investment, retirement, and tax related client service at another local financial institution. This ignited his passion for financial planning and inspired him to pursue, and become, a Certified Financial Planner. Nick has a BS in Business Administration magna cum laude, from Southern New Hampshire University, and received his financial planning education from Boston University.
Nick currently lives in Nashua, NH and in his free time enjoys playing hockey in the winter, and enjoying all the beautiful hiking trails New Hampshire has to offer in the warmer months.
Pat is our Client Service Manager and works on financial and tax planning, research, analysis and implementation.
Pat earned her bachelor’s degree from UCLA in Business and Economics. Following graduation, she entered business operations and held management positions that involved extensive planning and plan implementation work. After passing the CPA exam, Pat worked at a regional CPA firm. Her work included auditing, tax, financial statement compilation, budgeting, forecasting, business acquisition research and projection. She started providing accounting services to and later became a division accounting manager in an international non-profit and humanitarian organization.
After starting a family, she provided accounting and tax services to small businesses and individuals.
Having seen the impact on clients who made decisions without adequate financial information, Pat decided to pursue further education, receiving her Master’s degree in Family Financial Planning from Oklahoma State University.
Pat is fluent in Mandarin and Taiwanese. Pat has experience and enjoys working with people from diverse cultural backgrounds.
Jenna-Rose joined Milestone Financial Planning, LLC in 2017. She comes to us from the retail sector where she had 10 years of experience providing excellent customer service at the management level. She is passionate about working with people and is the primary contact for clients of Milestone Financial Planning, LLC. Jenna-Rose is enrolled in a finance undergraduate program at the University of Southern New Hampshire.
Jenna-Rose grew up in Belmont, NH near Lake Winnisquam and she currently resides in Nashua. Outside of the office, Jenna-Rose is involved with fundraising activities for Liberty in North Korea, the American Diabetes Association and the Polaris Project. She enjoys being outdoors and drawing wilderness illustrations.