Our Team

Meet Our Certified Financial Planner™ Professional Advisors

Who We Are

Milestone Financial Planning is a fee-only financial planning and investment management firm. Our advisors, all CFP® professional s, 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 online through video and in-person under certain limited conditions. 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

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, LLC, in 2003.

Jennifer earned her Master 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 (AICPA), Fee-Only Network, and the Financial Planning Association (FPA).

Jennifer lives in Bedford, New Hampshire, with her wife and two children. She enjoys spending time with her family and volunteering at her church.

Jean Fullerton, CFP®

OWNER | 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™ practitioner, 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.

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™ 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, 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.

Nick Prigitano, CFP®

ADVISOR

Nick became an advisor with Milestone 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 a career as a Certified Financial Planner™ practitioner, join the Financial Planning Association (FPA), and become a member of Fee-Only Network. 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 Manchester, New Hampshire, 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.

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 2021.

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

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 PLANNERTM 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 farmers markets, and play flag football.

Erin Matyczynski

SENIOR CLIENT SERVICE REPRESENTATIVE

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 management-level executives. She is passionate about providing people with the same level of assistance she did in her previous career. She also brings with her an extensive background in project management and process improvement experience that she hopes to utilize here at Milestone.

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.

Brianna Bergeron

Client Service Representative

Brianna joined Milestone Financial Planning, LLC, in 2021. She comes to us from the civil service sector, where she had 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 Concord, 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 crochet.