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Michael A
ChFC®, Series 63, Series 65
Germantown, MD
Milestone Asset Management, LLC
Michael Ausherman Jr. is a financial advisor at Milestone Asset Management, LLC with 18 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Alphastar Capital Management, Brookstone Capital Management, and Legacy Capital Planners. He also owns and operates Ausherman Financial Group, an insurance sales business focused on life and long-term care insurance. Milestone Asset Management provides discretionary asset management and financial planning services to individuals, families, businesses, and charitable organizations. The firm manages approximately $690.7 million in discretionary assets and employs both tactical and strategic portfolio construction using a variety of analytical approaches and model strategies.
Richard B
Series 65, Series 66
Germantown, MD
Milestone Asset Management, LLC
Richard Baker is a financial advisor at Milestone Asset Management, LLC with 18 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including Alphastar Capital Management and Brookstone Capital Management. Outside of his advisory roles, he serves as a board member of the Prepare Institute, a nonprofit organization. Milestone Asset Management provides discretionary asset management, financial planning, and third-party adviser recommendations to individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $690.7 million in discretionary assets and employs a combination of tactical and strategic investment approaches using both internal and third-party models.
Austin C
Series 65
Germantown, MD
Milestone Asset Management, LLC
Austin Catania is a financial advisor at Milestone Asset Management, LLC with two years of industry experience and a Series 65 credential. His prior roles include positions at AMJ Financial Wealth Management LLC, Andersen, and MV Financial. Milestone Asset Management, LLC provides discretionary asset management, financial planning, and recommendations of third-party advisers and sub-advisers to individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm combines tactical and strategic approaches using fundamental, technical, cyclical, and charting analysis, and offers client-facing technology such as consolidated performance reporting and real-time account access.
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