Milestone Advisors in Madison WI Financial Services, Portfolio Management, Trusts, Retirement Plans
Robert G. Armstrong, CFP®

Bob has been in the investment advisory realm since graduating from the University of Wisconsin in 1970. He attained the Certified Financial Planner designation in 1982 and co-founded ACS Investment Advisors in 1988, where he was the firm’s President. When ACS merged with Johnson Financial Group in 2007, Bob assumed the role of Senior Vice President and served as a member of Johnson Bank’s Investment Policy Group until his departure in June 2013. He then formed Milestone Investment Advisors, LLC with longtime colleague Daniel Kauper in July 2013. In addition to caring for his clients, Bob oversees investment research and the portfolio management process for the practice.
Daniel P. Kauper, CFP®

Dan entered the financial services field in 1985 after a seven year stint as a marketing executive in the computer and medical instrumentation fields. He attained the Certified Financial Planner designation in 1988 and was a founding member of ACS Investment Advisors in Madison in 1989, serving as its Vice President of Operations until the firm merged with Johnson Financial Group in 2007. He continued to work with his clients as a Vice President of that institution prior to his departure in June 2013. Shortly thereafter, Dan formed Milestone Investment Advisors, LLC with long-time colleague Robert Armstrong. His practice is focused on individuals and families, with a particular interest in socially conscious investing.
In addition to his client engagement at Milestone, Dan is responsible for all technology initiatives and serves as the firm’s Chief Cyber-Security Officer. He also provides input to the SEC compliance process. Dan is a 1977 graduate of the University of Michigan with a BBA in finance.

His favorite extracurricular activities include skiing, biking, boating and almost anything to do with music. Dan resides with his wife and their canine companion on the west side of Madison.
Angel McClarey, CFP® CDFA®
Angel started her career in the investment/financial industry in 1988 as an accountant with a Madison-based mutual fund company and subsequently joined national brokerage firms A.G. Edwards and Merrill Lynch. In 2001, she joined ACS Investment Advisors in Madison as an investment advisor and served in that capacity through the firm’s merger with Johnson Financial Group in 2007. She maintained the same role as a Vice President/Relationship Manager within Johnson Bank Wealth Management until her departure in June 2013. In October 2013, she united with long-time colleagues Robert Armstrong and Daniel Kauper as a co-owner of Milestone Investment Advisors, LLC.
In addition to working with her clients, Angel is responsible for Milestone’s financial planning department and she also serves as the firm’s Chief Compliance Office.

Angel graduated cum laude in 1985 from California Baptist University with a BS in Business Administration. She attained her designations as a Certified Financial Planner® in 2003 and as a Certified Divorced Financial Analyst in 2009.

Besides spending time with their daughter, Angel and her husband enjoy traveling domestically as well as internationally. Angel is a member of the Kiwanis Downtown Madison Club and enjoys volunteering in the community.
Anna Gomez
Prior to joining Milestone in May 2019, Anna worked in the construction industry for 18 years. She has a strong technical background and a mature skillset for developing professional and personal relationships. Anna’s multi-faceted role at Milestone includes administrative support for the firm’s advisors, reconciliation of trades, oversight of the firm’s portfolio management reporting system, and interaction with Schwab or other custodians. She is also a direct line of contact for the firm’s clients, triaging a wide variety of inquiries and mission critical tasks.
Anna and her husband enjoy traveling, competitive running, golf, and live music. Raised on a farm, she has a love of animals and is a volunteer driver for a dog transport. Anna is a member of the First Tee of Southcentral Wisconsin and a member of R Old House Society in Stoughton.

Jonathan G. Wilson, CFP®, MBA, APMA®
After a near–decade long managerial career outside of finance, Jon entered the financial services industry in 2018 with Ameriprise Financial Services, LLC, and subsequently joined Northwestern Mutual Investment Services, LLC in 2021. He transitioned to Milestone Investment Advisors LLC in February 2024. Jon attained the Accredited Portfolio Manager Advisor (APMA®) designation in 2020 and the Certified Financial Planner (CFP®) designation in 2023. He graduated from the University of Wisconsin – Whitewater with a B.B.A. in 2011 and an MBA in 2013.
When not engaged in his professional duties Jon enjoys spending time with his beautiful wife Sarah and daughter Leona in the Verona area, visiting close family in the Baraboo, Prairie du Sac, and Portage areas, and making the trek up north to the family cabin in the Minocqua area.
Darrin Sharp, MBA, RICP®
Darrin started his career in the financial services industry in January of 2000 with Waddell and Reed, Inc. Over his 24-year career, he has spent time with AXA Advisors, LLC as a Retirement Plan Specialist, an Investment Team Lead at Chase Bank N.A., and started and ran his own Special Needs Estate Planning practice.

In 2012, Darrin joined Northwestern Mutual in Middleton where he was a Portfolio Manager and Planning Specialist for a wealth management team. After a brief 2-year stint as an Associate Financial Representative with Ameriprise, Darrin returned to Northwestern Mutual in 2020 as a Portfolio Manager responsible for running a team’s advisory practice, up until June of 2024, when he joined Milestone Investment Advisors, LLC.
Darrin earned a BA in History from the University of Wisconsin-Platteville in 1995, and his MBA in Executive Management for the University of Wisconsin-Madison in 2013. Darrin attained his Retirement Income Certified Professional (RICP®) designation in 2021.

Away from the office, Darrin enjoys hiking and traveling with his girlfriend Kim, fishing, golfing, and has a passion for cooking.
David Solheim, CRPC®
David started his career in the financial industry in 2007 after graduating from the University of Wisconsin – Madison. After working at two banks, he joined Summit Financial Advisors in 2016. He quickly attained his Certified Retirement Planning Counselor designation from the College of Financial Planning. In 2023 David moved from Summit Financial Advisors to Integrity Wealth Advisors in Middleton. David joined Milestone Investment Advisors in May of 2024. David is delighted to team up with Angel McClarey and Dan Kauper to assist clients with their financial needs.
David and his wife Nicole live on the near east side of Madison with their dog Wally. During the winter, there is a good chance you will find David at the Madison Curling Club, where he has been a member for more than 25 years. In the summer, he loves to spend time outdoors on the golf course or on the lakes of Madison. Nicole and David are also avid travelers and love to explore new locations.
Michael Arbet, MBA
Mike began his financial services career in 1986 within the brokerage division of A.G. Edwards. He migrated to Northwestern Mutual Life where he helped launch the mutual fund research department and served for two years as the Assistant Director of Strategic Planning. Mike left NML to pursue an opportunity with Johnson Bank, where as a Vice President, his responsibilities included investment research and client portfolio management.

In 2012, Mike accepted a similar role with BMO Private Bank, which then transitioned to his appointment as a Senior Portfolio Manager at Milestone in 2015. Mike divides his time between client meetings, research, and portfolio management.

Mike earned his BBA in Management from UW-Whitewater and later received his MBA with Finance Specialization from Marquette University.

He and his wife Anne have two boys that keep them busy. Mike maintains his fondness for international travel by annually visiting EPCOT, although he looks forward to the day his family will use a real passport and not a Magic Pass.
Portfolio Management and Financial Consulting
© 2024 Milestone Investment Advisors
6702 Stonefield Rd., Ste. 201, Middleton, WI 53562 | Phone: 608-826-5730 | Fax: 608-826-5731