Who we are
Meet every milestone with us by your side.
Meet Your Advisors
At Milestone Advisors, we have decades of tax, accounting, and consulting experience and expertise. We bring you proactive financial guidance through a high-touch relationship with an advisor who is truly invested in you and your success.
Mat Hultquist
Principal
Caryn Neal
Director
Lisa Wheatley
Tax Manager
Mindy Murphy
Sr Tax Advisor
Tammy Ponder
Sr Tax Advisor
Tiffany Erickson
Sr Tax Advisor
Zachary Burd
Sr Tax Advisor
McKenzie Patterson
Tax Advisor
Deborah McKee
Sr Business Advisor Manager
Britta Gervais
Sr Business Advisor
Julian Hernandez
Sr Business Advisor
Shannon Murphy
Sr Business Advisor
Ashanti Brown
Business Advisor
Hannah Friendly
Business Advisor
Mallory Cooper
Business Advisor
Emily Allen
Office Manager
Jaclyn Moon
Operations Manager
Marina McDonald
Admin Assistant
Shannon Miller
Admin Assistant
Join our team
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