Jamie Milne, CFP®
Founder, Milne Financial Planning
I am Jamie. After working in banking and insurance, I started Milne Financial Planning in 1996 to create a completely independent company. Desiged to provide honest, helpful answer with one thing in mind: you and your goals.
I take my fiduciary oath seriously, and Milne Financial Planning is Fee-Only by choice. My time working in the insurance industry convinced me there was a better way to help clients. 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, I find it rewarding as we work toward the answer that best fits their questions and concerns.
Katheryn joined Milne Financial Planning in 2023 as our Client Services Manager. Katheryn is a CPA licensed in Vermont and she is also my fiancée. 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 fo
Contact Me: jmilne@milnefeeonly.com
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Katheryn Laferriere
Client Services Manager
I am Katheryn. Working at Milne Financial Planning has been a wonderful experience. My job includes keeping clients happy, solving problems and following up with client needs.
I have two daughters, both are in college and it's exciting to see succeed.