Joseph P. Lindsley, Sr. AIF®

Partner / Advisor Representative


  • Upon graduation from the University of Toledo in 1981, joined Aetna in their Personal Financial Security Division.
  • Managed the retirement products division of Aetna for public and tax-exempt institutions in the State of Michigan and Northwest Ohio.
  • Was president of the Pension Advisory Consortium, Inc.—the consortium consisted of investment, legal and actuarial research, consulting and product services directed toward the qualified retirement plan market.
  • Managed the retirement products division of Aetna for the for-profit qualified plan retirement market in the States of North and South Carolina
  • Vice President of Miles & Associates, Inc., a Third Party Administrator/Consultant for qualified retirement plans.
  • President, co-founder and part owner of Milestone Investments, Inc., a broker-dealer and Registered Investment Advisor established in 1999.
  • Partner and Co-founder of Quantitative Process, LLC, a Registered Investment Advisor established in 2013.


Joe and his wife Peggy have five children and live in Charlotte NC.

Some of Joe’s current and recent outside activities include:

  • Past Board member of the John William Pope Center for Higher Education in Raleigh NC (renamed The James G. Martin Center for Academic Renewal).
  • Past member of the Board of Trustees for Belmont Abbey College.
  • Past president of the Mecklenburg Area Catholic School board.