Meet The Team - Our Financial Advisors

After working in banking and insurance, I started Milne Financial Planning in 1996 to create a completely independent company. Our firm is designed to provide honest, helpful answers with one thing in mind: you and your goals.

I take my fiduciary oath seriously, and Milne Financial Planning is a Fee-Only firm because we don't believe in taking commissions. The best interest of our clients should be the focus of all planning and investing decisions. Our advice and recommendations are based on our experience and beliefs, free from sales quotas and product commissions. 100% of our compensation is paid by our clients.

I am honored by the trust that clients have placed in me, and I feel fortunate to share in designing their financial futures. I love working with new clients. All clients are unique, and I find it rewarding as we work together toward the answers that best fits their questions and goals.

Katheryn joined Milne Financial Planning in 2023 as our Client Services Manager. Katheryn is a CPA licensed in Vermont and she is also my wife. We feel fortunate that we enjoy working together and we love serving our clients.

When I'm not working with clients, I enjoy water skiing, snow skiing, biking, cars and spending time with my family. I'm fortunate to have three daughters, their partners and my four grandchildren all living close by.

As Client Services Manager, my job includes keeping clients happy, solving problems and following up with client needs.

I have two daughters grown daughters. When I'm not working, I enjoy hosing family get-togethers, being active in my Rotary Club, cooking and gardening.