Milestone Insurance serves DFW with insurance and investment services. We work for you! As a team of independent representatives, Milestone has access to every major insurance company and all investment options. Being independent means working for the best interest of each client and not for a specific company. We understand that our success is based on the success of every individual we serve.
Based on a client’s goals, income, risk tolerance, and many other factors, Milestone can design a plan to help you meet your financial goals.With our knowledge and experience, you can be confident in our ability to develop a winning strategy for meeting all your financial needs.
Personal Insurance Options
Business Insurance Options
Meet Our Team
Owner, Life and Health, Financial Planning
With more than 21 years of experience, Joe Washko, Founder of Milestone Insurance and Investment Services, has built a team of professionals to meet all of your financial planning needs – including investments, college funding, retirement planning, insurance protection, estate planning, and tax services.
Joe Washko, a seasoned financial planner, works with individuals and small groups to insure and invest their assets in preparation for a comfortable retirement.
Joe’s success is based on his exceptional ability to create individual plans that best serve the needs of each unique client in every stage of life, from fresh out of college through marriage, raising and educating kids, to retirement.
Property & Casualty Insurance Specialist
Dedicated to protecting the resources of each client, Alex will evaluate your insurance needs and design a customized protection plan best suited to your situation. His objective is to place you with a financially sound, competitvely priced insurance company. Alex’s philosophy is to develop a rapport of trust with his clients, which will be the foundation of a close working relationship for years to come. Alex graduated from Texas Tech University and holds a property and casualty insurance license in the state of Texas.
Commercial Lines Account Executive
Jeffrey Goerges is our commercial lines account executive. He is also licensed to serve in the life and health area of insurance. Jeffrey's past experience in the oil & gas and the restaurant management industries ensures that he performs his best when times are tough. He is also known for treating his clients with a level of respect and customer service that is hard to find in the insurance world today. Jeffrey has a degree from Texas Tech University and holds his group 1 insurance license.
Certified Financial Planner
Austin Lester has eight years experience in the financial services industry. His focus is to find customized and unique investment solutions to fit specific client needs.
He has extensive experience in managing individual client investment accounts as well as developing retirement solutions for small business owners and retirees alike.
Austin has a BBA from the University of North Texas and holds the Group 1 insurance license as well as the Series 7, 65 and 63 securities licenses.
Customer Service Representative
William Dobbins is our premier customer service representative. His sole purpose at Milestone is to assist all of our clients with their current insurance policy needs. William has a strong work ethic and strives for perfection in all areas of the insurance process. With over 5 years of experience in the CSR position, you can rest assured knowing that your policy will receive top of the line service.