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Our Team

Meet Our Certified Financial Planner™ Professional Advisors 
And Operations Team

Our Team

Meet Our Certified Financial Planner™
Professional Advisors 
And Operations Team

Who We Are

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, and LGBTQ friendly, and have 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 comprehensive financial planning services.  

We are currently meeting in person or via video. We serve clients throughout the U.S. and are notice-filed in MA, NH, ME, VT, CT, PA, LA, CA and TX

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Jennifer Climo, CPA, CFP®, MSFP Photo Jennifer Climo, CPA, CFP®, MSFP Hover Photo

Jennifer Climo, CPA, CFP®, MSFP

OWNER | CEO & SENIOR ADVISOR

Jennifer has been working with individuals and small businesses for her entire career. Jennifer spent four years working as an auditor and tax accountant for a regional CPA firm, and then another three years as the chief financial officer for a large nonprofit organization before starting her own CPA firm in 1999 (now Jennifer L Climo CPA PC) and Milestone Financial Planning, Inc, in 2003. Jennifer merged Milestone Financial Planning, Inc. into what is now Milestone Financial Planning, LLC in 2016. Jennifer works with clients who have built their wealth over time and value family, accomplishments, and generosity.

Jennifer earned her Master of Science in financial planning, with high distinction, from Bentley University, and the designation of Certified Financial Planner™ professional 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 (AICPA), Fee-Only Network, and the Financial Planning Association (FPA).

Jennifer lives in Bedford, New Hampshire, with her wife and two children. She is the Finance Elder for the Bedford Presbyterian Church and is also involved in the church's annual stewardship campaign. Jennifer also filmed a free video series about all things financial planning in 2021 - Financial TRIAGE (Taxes, Retirement, Investments, Asset Protection, Generosity, Estate Planning) (TM). Financial TRIAGE (TM)

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Jonathan Harrington, CFP®, MSFP, MST Photo Jonathan Harrington, CFP®, MSFP, MST Hover Photo

Jonathan Harrington, CFP®, MSFP, MST

OWNER | SENIOR ADVISOR

Jon has been providing financial planning and tax advice to individuals and families since 2004. After spending four years working as a wealth planning advisor for a regional private bank, Jon transitioned to the public sector for seven years, providing financial counseling services for families in New York and Massachusetts. Jon joined Milestone Financial Planning in 2016 and became an owner in 2021.

Jon earned his Master of Science in financial planning, with distinction, and Master of Science in taxation from Bentley University, and is a Certified Financial Planner™ professional. He earned his Bachelor of Science in economics and finance, cum laude, from Bentley University.

Jon is a member of the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), and Fee-Only Network, and leads the Massachusetts Chapter Military Pro-Bono Initiative. Jon is also a civil affairs officer in the U.S. Army Reserve and has deployed to Djibouti and Poland in support of U.S. operations. 

Jon lives on the New Hampshire seacoast with his wife and three young children and enjoys spending time with his family.

Kathryn K. Lund, CPA, CFP®, MSFP, MST, MBA Photo Kathryn K. Lund, CPA, CFP®, MSFP, MST, MBA Hover Photo

Kathryn K. Lund, CPA, CFP®, MSFP, MST, MBA

OWNER | SENIOR ADVISOR

Kathy has been providing integrated financial planning services to individuals and families since establishing her own fee-only financial planning practice in 2007.  She joined Milestone through the acquisition of Mosaic Financial Advisors, LLC in January 2022.  Kathy started her career at Price Waterhouse in Boston, moving into industry as Vice President, Finance and Administration for a high-tech start-up.  She started her own CPA practice in 1988 (Kathryn K. Lund, CPA), working in the capacity of part-time CFO for start-up companies looking to go public while raising two small children.   

Kathy received her Master of Science in Taxation (1994), and her Master of Science in Financial Planning (2006) from Bentley University, both with high distinction.  She earned a Master of Science in Business Administration (1981), and a Bachelor of Arts in German (1979) from Michigan State University.   

Kathy is a registered advisor with the National Association of Personal Financial Advisors (NAPFA) and a member of the Financial Planning Association (FPA).   She is a member of the Massachusetts Society of Certified Public Accountants.

Kathy lives in Westford, Massachusetts, with her husband.  Both “small children” are now grown, married, and living close enough to give opportunities for precious time together.   Kathy’s happy places are swimming at Walden Pond and hiking with family and friends. 
Jean Fullerton, CFP® Photo Jean Fullerton, CFP® Hover Photo

Jean Fullerton, CFP®

SENIOR ADVISOR

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™ professional, a registered advisor with the National Association of Personal Financial Advisors (NAPFA), and a member of Fee-Only Network. 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 the creation of 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 energy system. She also gardens (including peaches and kiwis), and searches for gemstones at local New England mines. 

Steve Jacobsmeier, CFP®, ChFC®, CLU® Photo Steve Jacobsmeier, CFP®, ChFC®, CLU® Hover Photo

Steve Jacobsmeier, CFP®, ChFC®, CLU®

Advisor

In a career spanning over 25 years, Steve has worked with his clients to deliver financial services and excellent results in a way that provides them with the opportunity to live financially secure and purposeful lives. He advocates for his clients and strives to build strong relationships helping them achieve their goals through comprehensive financial planning and a disciplined investment approach.        

Steve earned his Bachelor of Arts in Business Administration from Baldwin Wallace University and is a CERTIFIED FINANCIAL PLANNER™ practitioner.  He also holds a Certificate in Financial Planning from Merrimack College. Steve is a member of the Financial Planning Association and has earned several professional designations from The American College: Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®).  

Steve grew up in Honeoye Falls, NY, and relocated to Massachusetts in 1994.  He lives in Westford, MA, with his wife Ann and two boys. He enjoys family activities, rooting for sports teams, the beach, fishing, golf, softball, and concerts.     

“I cannot guarantee what the future will hold, but I can guarantee you will get my best efforts and open, frank communication - I will always act in your best interest.”     

Perpetua A. Grant CFP® ChFC® Photo Perpetua A. Grant CFP® ChFC® Hover Photo

Perpetua A. Grant CFP® ChFC®

Associate Advisor

Perpetua has been in the financial services industry for over ten years providing clients with comprehensive guidance on various financial matters to meet their individual needs.  Prior to joining our team, Perpetua worked for a large national financial services company, where she worked closely with clients on a wide range of solutions that aligned with their goals.  This includes tax planning strategies, investments, retirement planning, risk management, employee benefits, and estate planning. 

Perpetua earned a Master’s in Public Administration from Long Island University and a Certificate in Financial Planning from Boston University.  

Perpetua is a CERTIFIED FINANCIAL PLANNER™ practitioner and has a Certificate in Regulatory and Compliance Professional (CRCP®) from FINRA/Wharton Business School and has earned the Chartered Financial Consultant® designation (ChFC®) from the American College. 

 Perpetua grew up in New York City and now lives in Sandown, New Hampshire, with her husband and lovable Goldendoodle.  She enjoys traveling, spending time outdoors, going for long jogs, and cycling with her husband and Doodle. 

Jenna-Rose Finnie Photo Jenna-Rose Finnie Hover Photo

Jenna-Rose Finnie

PLANNING ASSOCIATE

Jenna-Rose joined Milestone Financial Planning, LLC, in 2017 as a client service representative, and in 2021 moved to her current role of planning associate to help clients with their financial planning needs. Jenna-Rose earned a bachelor’s degree in finance with a concentration in financial planning from Southern New Hampshire University in May of 2021 with summa cum laude honors. She is currently studying for the Certified Financial Planner™ exam, which she plans to take in 2022.  

Jenna-Rose grew up in Belmont, New Hampshire, 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; Amirah, Inc.; and the Innocence Project. She enjoys the outdoors during all seasons by hiking, kayaking, cross-country skiing, ice skating, and more. 

Kyle Labelle Photo Kyle Labelle Hover Photo

Kyle Labelle

PLANNING ASSOCIATE

Kyle earned his bachelor’s degree from Bridgewater State University, where he studied history and graduated summa cum laude. Prior to working at Milestone, Kyle worked in logistics for two years. After the coronavirus pandemic struck in 2020, he decided to pursue his passion for providing financial advice and financial literacy, leading him to pursue his CERTIFIED FINANCIAL PLANNER™ designation at Boston University.

Kyle grew up in Mansfield, Massachusetts, and currently lives in Manchester, New Hampshire. In his off time, Kyle loves to cook, visit local farmer's markets, and play flag football. 

McKeea Fields Photo McKeea Fields Hover Photo

McKeea Fields

PLANNING ASSOCIATE

McKeea was born and raised in Portsmouth, NH.  She now lives in Manchester, NH, with her boyfriend, young cousin, four cats, and a dog.  She earned her bachelor's degree from SNHU and is on the SNHU Alumni Board.  She loves being outdoors, taking her dog for walks, skiing, mountain biking, and camping.  She also enjoys listening to music. She has lived in NH her whole life and never sees herself leaving.  She's been in the financial industry for ten years and is pursuing her CERTIFIED FINANCIAL PLANNER™ designation.

Erin Matyczynski Photo Erin Matyczynski Hover Photo

Erin Matyczynski

PROJECT LEADER


Erin joined Milestone Financial Planning, LLC in 2020. She comes to us from the insurance/business sector, where she had 20 years of experience providing administrative assistance to executives. She also brings with her an extensive background in project management and process improvement. Erin is passionate about linking client service, systems, and processes to make advisors more efficient and the client experience better.

Erin grew up in Nashua and in the Lake Sunapee region of New Hampshire. She currently resides in Manchester, New Hampshire, with her husband and their dog and cats. She is passionate about art and spends her free time creating art in multiple mediums, with a focus on oil painting. She also enjoys spending time at Lake Sunapee, finding swimming holes off the beaten path, and traveling. Erin has spent time in the Manchester area volunteering and fundraising for the NH Food Bank, NH Audubon Massabesic Center, and Crotched Mountain School.


Jessica Czarnionka Photo Jessica Czarnionka Hover Photo

Jessica Czarnionka

OPERATIONS LEADER

Jessica joined Milestone Financial Planning, LLC in 2021 as a Senior Operations Associate. She brings over 5 years of experience servicing clients in the financial services industry. Jessica earned her Bachelors in Political Science with a minor in History from the University of Massachusetts at Lowell. 

Jessica enjoys watching the Patriots and Bruins, working in her yard, arts and crafts, traveling, spending time with her pets, and hosting family gatherings. 

Brianna Bergeron Photo Brianna Bergeron Hover Photo

Brianna Bergeron

CLIENT SERVICE REPRESENTATIVE

Brianna joined Milestone Financial Planning, LLC, in 2021. She comes to us from the civil service sector, with six years of experience in Medicaid Long Term Care eligibility determination. She enjoys working with people and takes pride in providing exemplary customer service.  

Brianna grew up in Rollinsford, New Hampshire, and Gloucester, Massachusetts, and currently resides in Pembroke, New Hampshire. She spends most of her time outside of work with her young son, other family members, and two cats. She enjoys a variety of outdoor activities. When there is a rare dull moment, she likes to listen to music and knit. 

Garrett Climo Photo Garrett Climo Hover Photo

Garrett Climo

INTERN

Garrett joined Milestone Financial Planning, LLC, in 2022 as an intern. Garrett is a junior at Providence College pursuing a bachelor's degree in finance. Garrett is part of the Wishmakers Club, which sets up events and fundraisers where the proceeds are donated to the Make-A-Wish foundation. He is also involved in intramural sports, such as basketball and softball.  

Garrett enjoys spending time with friends and family, playing hockey, traveling to new places, and trying out new restaurants. Garrett also loves visiting distant family members in Plymouth, MA, home of White Horse Beach.