Milestone Advisory Partners
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The transition to retirement

It may mean the end of one career, and the beginning of another. We are here to help make the transition work for you.

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A FULL TEAMFOCUSED ON YOU

Our team members have worked together in the financial services industry for a long time.  As a result, we often complete each other’s sentences and know what the other is thinking. It’s the kind of close-knit teamwork and collaborative thinking we apply to you and your financial life. When you work with us, you don’t just have one advisor, you have a whole team – fully focused on you.

 

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John M. Kober, CFP®Partner

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John builds comfortable, trusting relationships with his clients and welcomes the opportunity he has to make a positive difference in their lives.

He has more than 34 years of experience in the financial services industry, and has extensive knowledge in essential areas such as financial planning, portfolio management and fiduciary guidance.

He is a Certified Financial Planner practitioner for over 20 years, and adheres to the CFP Board’s Code of Ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. 

John established Milestone Advisory Partners with his team members in October 2015. Earlier in his career, he served as managing director of investments at Wells Fargo Advisors and its predecessors, including Wheat First Securities, Wheat First Butcher & Singer, First Union Securities and Wachovia Securities.

John earned a bachelor’s degree in business administration from Olivet College, graduating magna cum laude. He attended the Securities Industry Institute at the University of Pennsylvania’s Wharton School of Finance.

Originally from Kalamazoo, Michigan, John lives in Pinehurst with his wife, Julia. John is a commercial multiengine and instrument-rated pilot and enjoys golf in his free time. He and his wife are members of Brownson Memorial Presbyterian Church.

CFP® | Certified Financial Planner | Description: Description: CFP Logo
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

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Chip Hasty, CFP®Partner

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Proactive and detail-oriented, Chip is dedicated to providing comprehensive financial planning and investment management to help his clients live the life they have planned.

Chip is a Certified Financial Planner practitioner and has more than 28 years of experience in the financial services industry. He adheres to the CFP Board’s Code of Ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence. 

Chip established Milestone Advisory Partners with his team members in October 2015. Previously in his career, he served as managing director of investments at Wells Fargo and its predecesor firms, and as a financial consultant and branch manager at Merrill Lynch. He earned a bachelor’s degree in economics from Wake Forest University and a master’s degree in Scottish literature from the University of Glasgow.

Chip is a native of North Carolina, where he lives today with his wife, Dawn. In his free time, Chip enjoys CrossFit and beekeeping.

CFP® | Certified Financial Planner | Description: Description: CFP Logo
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

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Mary K. Zastrow, ChFC®Partner

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Mary personalizes financial plans to the unique needs and goals of each client. As an empathetic listener, she gains a good understanding of her clients’ needs and concerns, and advises them on all aspects of their financial lives.

Mary was one of the initial team members of Milestone Advisory Partners when it was established in October 2015. Her 15 year career in financial services started with AMBAC in Milwaukee, Wisconsin and most recently before Milestone she was a financial consultant with the Kober Investment Group of Wells Fargo Advisors and its predecessor Wachovia Securities.

Mary earned a bachelor’s degree in Sociology from the University of Wisconsin-Madison and a master’s degree from the Industrial Relations Research Institute of that same university. To enhance her industry knowledge and experience, she has also attained the professional designation of Chartered Financial Consultant®.

Throughout her career, Mary has been active with several community organizations, including the Moore County Women’s Giving Circle; the Sandhills Food Bank and various school and scholarship organizations benefiting her local community.

Mary was born and raised in Oak Creek, Wisconsin but became a southerner in the late 1980's. Except for a four year detour she has lived in North Carolina since and made it her permanent home in 2003. She has three adult children. In her free time, Mary enjoys travel, knitting and working in her gardens.

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Teresa Z. White, AAMS®, RP®Partner

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Attentive and caring, Teresa truly enjoys helping clients with their needs, requests and concerns. Her goal is that they feel comfortable with the financial matters in their life and the guidance our team provides.

Teresa has more than 26 years of experience in the financial services industry. As a registered paraplanner and accredited asset management specialist, she is highly knowledgeable in investments, insurance, tax, retirement, and estate planning issues and devotes herself to continuing industry education.

Teresa was one of the initial team members of Milestone Advisory Partners when it was established in October 2015. Earlier in her career, she served as a practice administration manager and assistant vice president at Wells Fargo Advisors, a registered client associate at Merrill Lynch and a client associate at A.G. Edwards & Sons.

Teresa is a native of North Carolina and lives here with her husband, Clay. In her free time, she enjoys gardening, swimming, going to the mountains, volunteering with the women’s ministry at her church and spending time with her family. Teresa and her husband are also avid motorcyclists and ride in charity events as often as possible.

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