Pittsburgh, PA Office

Calen Cummins is a financial advisor with Milestone Asset Management, LLC in Pittsburgh, PA. He holds a Series 65 designation and has one year of industry experience. Prior to joining Milestone, he worked at Cummins and Perry Products and held positions at Westminster College and Hampton High School. Cummins also operates as an independent insurance agent focusing on accident and health, life, and fixed annuities. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets using a combination of internally managed and third-party model portfolios, employing both tactical and strategic approaches.

Alan Pershing is a financial advisor at Milestone Asset Management, LLC with 11 years of industry experience. He holds the Series 65 and Series 66 designations and has worked previously at PNC Wealth Management. Since 2018, he has also been a financial consultant with West Financial Group Inc., focusing on insurance products including life and health insurance. Milestone Asset Management provides discretionary asset management and modular financial planning services to individual clients, high-net-worth households, trusts, estates, and business entities. The firm employs a combination of tactical and strategic investment approaches using firm-developed and third-party model portfolios, derivative-based strategies, and sub-advisers.

Walter West is a financial advisor with Milestone Asset Management, LLC, holding a Series 63 license and 18 years of industry experience. He has worked at Milestone since 2020 and has concurrent roles at Brookstone Capital Management and West Advisory Group. West serves as president of West Financial Group Inc., where he solicits insurance business, including life and health insurance. Milestone Asset Management provides discretionary asset management and modular financial planning primarily to individual clients, trusts, estates, and business entities. The firm uses a combination of tactical and strategic investment approaches with access to various sub-advisers and employs a range of investment tools including direct indexing, mutual funds, ETFs, and derivative-based strategies.

Patrick Reinheimer is a financial advisor at Milestone Asset Management, LLC with 6 years of industry experience. He holds the ChFC® designation and Series 65 license. His prior work includes roles at Brookstone Capital Management, Power Home Remodeling Group, and StorageHawk. He maintains a Life and Health Insurance License in Maryland. Milestone Asset Management provides discretionary asset management and modular financial planning to individual clients, high-net-worth households, trusts, estates, and business entities. The firm employs a combination of tactical and strategic investment approaches, utilizing firm-developed and third-party model portfolios alongside derivative-based strategies.

Colin Barcley is a financial advisor with Milestone Asset Management, LLC, holding a Series 66 credential and five years of industry experience. He previously worked at Csenge Advisory Group, Financial Success Strategies, and Conscious Capital. In addition to his advisory role, he is involved in insurance sales through West Advisory Group, focusing on life, long-term care, and fixed annuity products. Milestone Asset Management provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, and business entities. The firm manages approximately $546 million in client assets across about 1,200 relationships, employing a mix of internally managed and third-party model portfolios with discretionary management and tactical and strategic approaches.