Founded in 2007, Milestone Financial is a wholesale real estate lender and the exclusive origination arm of Milestone Financial, LLC, originating and purchasing loans secured by California real estate. Milestone Financial is a direct lender, funding loans and purchases with in-house capital raised from a pool of high net worth investors. As a CalBRE-licensed wholesale broker, Milestone Financial works exclusively through licensed brokers, providing needed funds for hard-to-qualify borrowers and projects. Milestone Financial LLC has been consistently profitable since its inception, generating high yields and quarterly distributions for its investors from the points, interest and fees collected from its borrowers.

  WILLIAM R. STUART

FOUNDER & MANAGING PRINCIPAL

William ("Will") Stuart has been in the real estate lending and brokerage business for over 30 years... Read More

FOUNDER & MANAGING PRINCIPAL

William ("Will") Stuart has been in the real estate lending and brokerage business for over 30 years. Prior to founding Milestone Financial LLC, Will was a Vice President at Marcus & Millichap Real Estate Services, the nation's largest investment brokerage firm. Will has extensive brokerage, lending and ownership experience in numerous types of real estate, including office, retail, industrial, apartments, single family, mobile home parks and raw land development. Will has extensive experience in loan originations, escrows, exchanges, title abstracts, title insurance and environmental compliance. Will has personally closed hundreds of transactions involving all forms of real estate and real estate loans throughout the Western United States with emphasis in California.

As Managing Principal of Milestone, Will manages the success of the overall business, from raising investor capital to personally approving all loans and purchases. Will’s keen business acumen and extensive real estate experience have made Milestone Financial LLC consistently profitable for over 9 years, generating consistently high yields with low risk for its investors. Will has a BA in Political Science from University of California, Los Angeles (UCLA). He has been a licensed real estate agent since 1987, CalBRE #00908287. Read Less

FOUNDER & MANAGING PRINCIPAL

William (“Will”) Stuart has been in the real estate lending and brokerage business for over 30 years. Prior to founding Milestone Financial LLC, Will was a Vice President at Marcus & Millichap Real Estate Services, the nation’s largest investment brokerage firm. Will has extensive brokerage, lending and ownership experience in numerous types of real estate, including office, retail, industrial, apartments, single family, mobile home parks and raw land development. Will has extensive experience in loan originations, escrows, exchanges, title abstracts, title insurance and environmental compliance. Will has personally closed hundreds of transactions involving all forms of real estate and real estate loans throughout the Western United States with emphasis in California.

As Managing Principal of Milestone, Will manages the success of the overall business, from raising investor capital to personally approving all loans and purchases. Will’s keen business acumen and extensive real estate experience have made Milestone Financial LLC consistently profitable for over 9 years, generating consistently high yields with low risk for its investors. Will has a BA in Political Science from University of California, Los Angeles (UCLA). He has been a licensed real estate agent since 1987, CalBRE #00908287.

Contact Info
Phone 800.391.0596 Ext 3
Direct 650.799.6179
Fax 603.719.4786
Email wsmilestone@gmail.com

  ZOË HAMILTON

BROKER RELATIONS & FUNDING MANAGER

Joining Milestone Financial in 2012, Zoë Hamilton oversees all loan-related processing and funding as well as managing direct broker relations... Read More

BROKER RELATIONS & FUNDING MANAGER

Joining Milestone Financial in 2012, Zoë Hamilton oversees all loan-related processing and funding as well as managing direct broker relations. Zoë has extensive experience in the mortgage banking industry, deep knowledge of loan application processing and a keen skill for coordinating teams of high performing loan officers. Her personable and professional approach has helped Milestone Financial successfully establish numerous long term broker relationships, generating significant repeat business and referrals. Zoë has a BA in Psychology from California State University, Long Beach. She has been a licensed real estate agent since 1999, CalBRE #01294549. Read Less

BROKER RELATIONS & FUNDING MANAGER

Joining Milestone Financial in 2012, Zoë Hamilton oversees all loan-related processing and funding as well as managing direct broker relations. Zoë has extensive experience in the mortgage banking industry, deep knowledge of loan application processing and a keen skill for coordinating teams of high performing loan officers. Her personable and professional approach has helped Milestone Financial successfully establish numerous long term broker relationships, generating significant repeat business and referrals. Zoë has a BA in Psychology from California State University, Long Beach. She has been a licensed real estate agent since 1999, CalBRE #01294549.

Contact Info
Phone 800.391.0596 Ext 1
Direct 650.690.1473
Fax 603.719.4786
Email zhamilton@milestonefinancial.net

  KRISTI GRAY

LOAN SERVICING & FINANCE MANAGER

Kristi Gray handles loan servicing and accounts payable... Read More

LOAN SERVICING & FINANCE MANAGER

Kristi Gray handles loan servicing and accounts payable. With over 10 years of hands-on administrative experience, Kristi is a proactive and highly-motivated professional, working to serve the needs of existing Milestone Financial clients. Her responsibilities include managing client accounts, handling accounts payable as well as preparing financial reports and data. A livelong Bay Area resident, Kristi attended Foothill College, studying business management. Read Less

LOAN SERVICING & FINANCE MANAGER

Kristi Gray handles loan servicing and accounts payable. With over 10 years of hands-on administrative experience, Kristi is a proactive and highly-motivated professional, working to serve the needs of existing Milestone Financial clients. Her responsibilities include managing client accounts, handling accounts payable as well as preparing financial reports and data. A livelong Bay Area resident, Kristi attended Foothill College, studying business management.

Contact Info
Phone 800.391.0596 Ext 2
Fax 603.719.4786
Email kgray@milestonefinancial.net

  REBA GUERRA

LOAN ADMINISTRATOR

Reba Guerra supports the team with customer reception, loan administration, property research and insurance policies... Read More

LOAN ADMINISTRATOR

Reba Guerra supports the team with customer reception, loan administration, property research and insurance policies. With 5 years of hands-on administrative and teaching experience, Reba is here to serve your needs. She is fluent in Spanish to help us better serve our Spanish-speaking clients…Se habla español. A lifelong resident of Sunnyvale, she graduated from DeAnza/Foothill College with an AA in Liberal Arts/Education. Read Less

LOAN ADMINISTRATOR

Reba Guerra supports the team with customer reception, loan administration, property research and insurance policies. With 5 years of hands-on administrative and teaching experience, Reba is here to serve your needs. She is fluent in Spanish to help us better serve our Spanish-speaking clients…Se habla español. A lifelong resident of Sunnyvale, she graduated from DeAnza/Foothill College with an AA in Liberal Arts/Education.

Contact Info
Phone 800.391.0596 Ext 4
Fax 603.719.4786
Email rguerra@milestonefinancial.net