Meet the Team Part 2 – Bobbie

May 23, 2023 | All Posts, Blog | 0 comments

Thanks for joining us again for our “Meet the Team” series! In Meet the Team part 2, we’re introducing you to our last 2 team members, Bobbie and Tasha.

At Milestone, we prioritize relationships with our clients and taking the time to understand you and your financial goals. Bobbie and Tasha are a big part of making Milestone Wealth Management a warm, welcoming place to be! We’re so thankful for them!

 

Meet Bobbie!

Bobbie

Bobbie is our amazing Operations Director, and she’s been working at Milestone for 22 years! Bobbie’s favorite part of her job is assisting clients and socializing with them and with the Milestone team.

During her time working with Milestone, Bobbie’s been encouraged to have a good personal financial structure. Owning her own home was a big part of what first got her interested in wealth management.

When she’s not working, Bobbie loves to relax and have fun. She enjoys being with her husband, two daughters, and two grandchildren, who all live close by. Bobbie’s favorite food is a nice, well-cooked steak, and she would love to travel to Italy someday!

Tasha is our fantastic Administrative Assistant. If you call the office, you’ll probably hear her welcoming voice! Tasha keeps things organized, scheduling reviews and answering phones. She’s been working at Milestone for 3 years.

Ready to get started? Book a meeting today!

 

We understand that the future can sometimes feel overwhelming. When it comes to your finances, though, you don’t have to lose sleep at night. With a solid plan in place, you can enjoy the years ahead without worrying whether or not you’ll be financially prepared.

Ready to sit down and make a plan together? Book a meeting today! We can’t wait to learn more about you and your financial milestones so that we can use our expertise to prepare you for financial success.

If you haven’t already met our financial advisors, check out Meet the Team Part 1 to meet Jaakko and Tyler!

Download our 15 Detailed Steps to Financial Success

One of the most difficult parts about planning for the future is the unknown. Because of this, we’ve created a free financial checklist that allows you to take note of which areas of your financial life are all set and which ones need attention.

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