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.
Joe WashkoWith 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.
Austin LesterAustin 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.
Cindy Cavener-Sumner
Insurance Specialist
Cindy Cavener-Sumner has twenty years of experience in account management and tactical planning, bringing focused, specific solutions to clients.
She handles many facets of her clients' retirement planning, including life, health, and long-term care insurance, and investments.
While Cindy works with clients of all ages and incomes, she has extensive experience with educators and seniors. She holds a B.B.A. in Marketing from the University of Texas at Arlington and a Group 1 insurance license.
Jarrad Abshire
Insurance Specialist
With a background in education, Jarrad Abshire has a special insight to the needs of teachers and administrators. Jarrad works closely with individuals in the education system to provide them with retirement planning and investment services, including 403(b) plans and various insurance products.
His goal is to help clients understand the value of insurance and financial planning. Jarrad holds
a Group 1 insurance license and a Master's Degree from Texas Tech University.