Pittsburgh, PA Office

Calen Cummins is a financial advisor at Milestone Asset Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Cummins and Perry Products, Westminster College, and Hampton High School. Cummins also serves as an independent insurance agent specializing in accident and health, life, and fixed annuities. Milestone Asset Management provides discretionary asset management, financial planning, and third-party adviser recommendations to a diverse client base including individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs a combination of tactical and strategic investment approaches using fundamental, technical, cyclical, and charting analysis, and manages approximately $690.7 million in discretionary assets.

Alan Pershing is a financial advisor with Milestone Asset Management, LLC, holding Series 65 and Series 66 designations and 11 years of industry experience. His prior work includes roles at PNC Wealth Management and Morgan Stanley. In addition to his advisory work, he is involved as a financial consultant with West Financial Group, where he solicits insurance business. Milestone Asset Management provides discretionary asset management and financial planning services to individuals, families, businesses, and charitable organizations. The firm employs a combination of tactical and strategic investment approaches using both proprietary and third-party models, and offers client-facing technology tools including consolidated reporting and real-time account access.

Walter West is a financial advisor with Milestone Asset Management, LLC and holds a Series 63 designation. He has 18 years of industry experience and has worked at multiple firms including Brookstone Capital Management and Center Street Advisors. In addition to his advisory roles, he serves as president of West Financial Group Inc., where he solicits insurance business. Milestone Asset Management, LLC provides discretionary asset management and financial planning services to a range of clients including individuals, families, businesses, and charitable organizations. The firm employs a combination of tactical and strategic investment approaches using internal and third-party models, and offers client-facing technology for real-time account access and consolidated reporting.

Patrick Reinheimer is a financial advisor at Milestone Asset Management, LLC in Pittsburgh, PA, holding the ChFC® designation and a Series 65 license, with six years of industry experience. His prior roles include positions at Brookstone Capital Management and Power Home Remodeling Group. He also holds a Life and Health Insurance License in Maryland. Milestone Asset Management provides discretionary asset management and financial planning services to individuals, families, businesses, and various institutions. The firm employs a combination of tactical and strategic portfolio management approaches, utilizing model portfolios and sub-advisory relationships to manage approximately $690.7 million in discretionary assets.

Colin Barcley is a financial advisor at Milestone Asset Management, LLC with six years of industry experience. He holds a Series 66 designation and has worked at Milestone since 2022. His prior experience includes roles at Csenge Advisory Group, Financial Success Strategies, and Conscious Capital. He is also involved in insurance sales through West Advisory Group, specializing in life, long-term care, and fixed annuities. Milestone Asset Management provides discretionary asset management, financial planning, and recommendations of third-party advisers to individuals, families, businesses, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $690.7 million in assets and employs both tactical and strategic investment approaches using internally developed and third-party model portfolios.