Who We Are

Partner / Advisor Representative

Upon graduation from the University of Toledo in 1981, joined Aetna in their Personal Financial Security Division.
Managed the retirement products division of Aetna for public and tax-exempt institutions in the State of Michigan and Northwest Ohio.
Was president of the Pension Advisory Consortium, Inc.—the consortium consisted of investment, legal and actuarial research, consulting and product services directed toward the qualified retirement plan market.
Managed the retirement products division of Aetna for the for-profit qualified plan retirement market in the States of North and South Carolina
Vice President of Miles & Associates, Inc., a Third Party Administrator/Consultant for qualified retirement plans.
President, co-founder and part owner of Milestone Investments, Inc., a broker-dealer and Registered Investment Advisor established in 1999.
Partner and Co-founder of Quantitative Process, LLC, a Registered Investment Advisor established in 2013.

Joe and his wife Peggy have five children and live in Charlotte NC.

Some of Joe’s current and recent outside activities include:

Past Board member of the John William Pope Center for Higher Education in Raleigh NC (renamed The James G. Martin Center for Academic Renewal).
Past member of the Board of Trustees for Belmont Abbey College.
Past president of the Mecklenburg Area Catholic School board.

Partner / Advisor Representative

BS in Finance from Central Connecticut State University.
MBA from the University of Connecticut.
Joined Aetna in the Retirement Services division in 1989, specializing in 401k products and distribution.
Managed ING Retirement Plan Service’s national broker-dealer distribution channel.
Executive Vice President and part owner of Milestone Investments, Inc., a broker-dealer and Registered Investment Advisor based in Charlotte, NC.
Partner and co-founder of Quantitative Process, LLC, a Registered Investment Advisor established in 2013.

Rich and his wife Tammi have three daughters, and are actively involved in youth sports in the Charlotte area.

Advisor Representative

BA in Economics from Agnes Scott College, Decatur, GA.
Earned and maintains designations of Qualified Pension Administration (QPA) and Certified Pension Consultant (CPC) from American Society of Pension Professionals and Actuaries.
Has been involved in the retirement plan administration industry for over 30 years and investment advisor for retirement plans for over 10 years.
Affiliated with Quantitative Process, LLC as investment advisor in January, 2013.

Helen, a native Charlottean, is active with her church, a sustaining member of the Junior League of Charlotte, Inc. and a volunteer for RAIN.