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About us

Josh Hartley, CFP® – CERTIFIED FINANCIAL PLANNER™

Josh’s first experience in investments came while at Mississippi State University where he helped manage the Tennessee Valley Authority’s Nuclear Decommissioning Trust Fund. In order to grow this trust fund, the right balance of risk and reward must be found. Josh knew he had found his calling when he realized that regular people have to face this same issue every day.

Josh started helping individuals with their investments in 2005 after graduating from Mississippi State University’s school of Banking and Finance. While skilled in many areas of financial planning, he likes to focus on retirement income planning, college planning and investment management. He works hard at trying to simplify the financial planning process for his clients. He has helped his clients navigate some of life’s greatest financial challenges, including divorce, the sale of a business, and managing an inheritance.

Josh is a CERTIFIED FINANCIAL PLANNER™ practitioner. In order to qualify as a CFP®, he has met stringent education, experience and ethics requirements and voluntarily subjected himself to rigorous examination to prove his expertise in financial planning.

Josh attends First Baptist Church, Columbus, MS and enjoys reading, watching movies, and traveling. But most of all, he loves spending time with his wife, Sara, his son, Preston, and his dogs, LJ and Cujo.

Diane Garrett - Client Services Manager

Diane Garrett – Client Services Manager

The friendly voice you hear on the phone and the smiling face you see when you walk into our office is Diane. She has been with the firm since 1996 so it’s very likely she’ll also call you by name when you walk in. She is our Office Manager and she is the one who will help you with scheduling appointments, sending out checks, and other client service matters. Diane loves helping clients and is very detail oriented when it comes to getting the job done.

Diane attends Blooming Grove Baptist Church in Crossville, AL and enjoys spending time with her family. She lives with her husband, Glen, and her dog, Boomer. She has three sons, Josh, Jake and Jared.

Linda Pace - Operations Manager

Linda Pace – Service Associate


Linda has the longest tenure with the firm, having been here since 1986. Although semi-retired and working part-time, she plays an important role in giving our clients the high degree of service they have come to expect.

Linda attends East End Baptist Church in Columbus, MS. She lives with her husband, Mac, and her dog, Maggie. She has a son, David, and two daughters, Amy and Tara.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. “Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members. Milestone Investment Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.