Amir leads Mylestone Plans as the group’s Managing Principal and CEO while also serving clients as a financial planner.
His expertise includes nonprofit benefits planning with a specialty in ERISA 401(k) and 403(b) plans.
Yale is the Director of Investments and Planning Services at Mylestone Plans, and he serves as an additional resource to Mylestone’s financial planning and high-net-worth clients.
As Director of Firm Operations, Michael is responsible for human resources, licensing, accounting, compliance and notary functions.
Michael is a 17-year veteran of the financial industry, and holds the FINRA Series 6 designation.
Alex serves as the Employer Retirement Specialist at Mylestone Plans. His responsibilities include providing holistic advisory and educational services to our employer clients to help them better manage their fiduciary responsibilities.
As Retirement Plan Services Specialist, Laura focuses on applications, distributions, rollovers, loans, client and participant customer service. She also assists our planners in scheduling and meeting preparation.
Michael closely advises Mylestone’s employer retirement plan client relationships. His responsibilities include retirement plan design and cost analysis, comprehensive plan sponsor support and participant enrollment and educational services.
Isabel works closely with her team of Client Advisors to provide accurate and exceptional service. She prepares new-account paperwork and performs ongoing account maintenance for clients.
Kate is responsible for the staffing, operations and technology of the firm. She helps Mylestone retain top employee talent by building a culture that emphasizes training, professional development, and recognition.