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OUR TEAM

Josh Hartley, CFP® Photo

Josh Hartley, CFP®

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 families 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.

Jess Stephens Photo

Jess Stephens

Client Services Manager

Jess is the face of Milestone Investment Group. She is the first person you see when you walk into the office. Her positive energy and can-do attitude set the tone for all we do.

Her first job was in banking. She had a knack for working with customers and knew that wherever life took her, she wanted to be working with the public. Jess's next major career change took her from banking into the medical field. Her people skills were essential in smoothing out the relationships between the patients, healthcare providers, and the health insurance companies.

What led Jess to Milestone was her desire to work with a smaller group of clients on a more intimate basis. Medical patients tend to come and go, offering very few long term relationships. The idea of building relationships to last a lifetime was a big motivation for Jess to join our practice.

Jess is a Columbus native, but has also lived in Chicago, IL and Dyersburg, TN. But "home is where the heart is" and she was eventually drawn back home to Columbus.

She is happily married to her husband, David. They have one daughter, Ashley, who is currently working in the fashion industry in New York City.