After working in banking and insurance, Jamie started Milne Financial Planning to create a completely independent company designed to give high quality financial advice with one thing in mind: you and your goals. Jamie takes his fiduciary oath seriously, and Milne Financial Planning is Fee-Only by choice so that he can assure all recommendations are free from product compensation conflicts. Jamie understands that finances can be difficult and time consuming – so he strives to build a trusting relationship with his clients to ease their financial concerns.
Besides financial planning, Jamie enjoys running, cars, skiing, road biking, and spending time with his family.
Contact Me: firstname.lastname@example.org
Check the background of this investment professional on FINRA BrokerCheck
Mike first joined Milne Financial Planning in 2016 through an internship while he was a full-time student at Saint Michael's College. Now as a Paraplanner, he enjoys being a part of each client relationship as he assists with the financial planning process.
When Mike is out of the office, he enjoys skiing in the winter, spending time on Lake Champlain in the summer, and spending time with his family.
Contact Me: email@example.com
Cindee has been helping clients achieve their goals since 1998. In addition to running a financial planning practice of her own for nearly 18 years, Cindee holds a CFP® and Chartered Financial Consultant (ChFC®) certification. Additionally, Cindee has an MBA degree from Northeastern University, where she received the Beta Gamma Sigma honor for graduating top 10% in her class. Furthermore, her income tax knowledge was enhanced by completing two H&R Block tax classes as well as working for them for two tax seasons.Cindee has taught financial planning classes for the Women's Rural Entrepreneurial Network (WREN) and has been a contributor for WRENzine magazine as well as the Coos County Democrat and the Littleton Courier. She has been a volunteer with the New Hampshire JumpStart Coalition and served as a board member of Friends of the Whitefield Library.Widowed at a young age after her husband battled cancer for two years, her life experiences add a compassionate and unique perspective when working with her clients. When not working, Cindee enjoys beading, photography and hiking in the White Mountains with her golden retriever.
Contact Me: firstname.lastname@example.org