Meet the Team
ABOUT US
Milo Milosevich
President
Milo Milosevich is a seasoned Financial Advisor with over 20 years of experience as an individual advisor and as Vice President of National Accounts for a major insurance company. Milo worked for industry titans such as Prudential Financial, UBS, Fidelity, and Guaranty Life before dedicating his talents to individual clients. Milo specializes in helping retirees navigate the unique challenges of deaccumulation, taxes, longevity, and estate planning. Driven by a personal mission shaped from watching his own parents struggle financially, he has dedicated his career to educating clients by providing strategies that help secure their financial future but also focus on tax-efficient solutions. Milo is committed to acting in the best interest of his clients and employs a holistic approach to planning and execution. A theme that is obvious when working with Milo is harmoniously blending transparency and communication to allow for genuine, long-lasting relationships with all that he calls a client. Welcome to HPY Financial Solutions.
Michelle Strickland
Director of Client Relations and Operations
With eight years of experience as a licensed insurance agent, Michelle Strickland serves as the Director of Client Relations and Operations. In her current role, Michelle oversees all day-to-day operations, ensuring that client needs are met efficiently while maintaining high standards of service and operational excellence. Her extensive background in the insurance industry has equipped her to manage complex client concerns and build long-lasting relationships.
Outside of her professional life, Michelle is married to Chris, and together they have a daughter, Madison. Balancing her career with family, Michelle brings a strong sense of dedication and commitment to both her work and her loved ones. Her passion for helping others and her focus on responsibility and service define her approach to life, both at home and in her career.