Milestone Financial, LLC was founded in 2007 as a wholesale real estate lender for Sacramento, San Diego, and other California areas. Milestone originates and purchases loans secured by California real estate. We are a direct lender — even helping people to buy a home with bad credit — and fund our private loans and purchases with in-house capital raised from a pool of high net worth investors. As a CalBRE-licensed wholesale broker, Milestone Financial LLC 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. We offer unmatched investment opportunities so you can get the high-yield, low-risk investment you’re looking for as an investor or you can get the chance to buy a home with bad credit as a borrower.

  WILLIAM R. STUART

FOUNDER & MANAGING PRINCIPAL

William (“Will”) Stuart has been in the real estate lending and brokerage business for more than 30 years... Read More

FOUNDER & MANAGING PRINCIPAL

William (“Will”) Stuart has been in the real estate lending and brokerage business for more than 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 U.S., 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 more than 10 years, generating consistently high yields with low risk for its investors. Will has a BA in political science from the 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 more than 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 U.S., 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 more than 10 years, generating consistently high yields with low risk for its investors. Will has a BA in political science from the 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

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

BROKER RELATIONS & FUNDING MANAGER

Zoë Hamilton joined Milestone Financial, LLC in 2012 and 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, LLC 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

Zoë Hamilton joined Milestone Financial, LLC in 2012 and 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, LLC 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 more than 10 years of hands-on administrative experience, Kristi is a proactive and highly motivated professional who works to serve the needs of existing Milestone Financial, LLC clients. Her responsibilities include managing client accounts, handling accounts payable, and preparing financial reports and data. A lifelong Bay Area resident, Kristi attended Foothill College where she studied business management. Read Less

LOAN SERVICING & FINANCE MANAGER

Kristi Gray handles loan servicing and accounts payable. With more than 10 years of hands-on administrative experience, Kristi is a proactive and highly motivated professional who works to serve the needs of existing Milestone Financial, LLC clients. Her responsibilities include managing client accounts, handling accounts payable, and preparing financial reports and data. A lifelong Bay Area resident, Kristi attended Foothill College where she studied business management.

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

  HALEY JADE

LOAN ADMINISTRATOR

Haley Jade supports the team at Milestone Financial LLC with customer reception, loan administration, onboarding, compliance, and insurance policies... Read More

LOAN ADMINISTRATOR

Haley Jade supports the team at Milestone Financial LLC with customer reception, loan administration, onboarding, compliance, and insurance policies. With her friendly, hands-on approach, Haley is here to serve your needs. Haley is a lifelong resident of Santa Cruz who is currently studying Computer Science and Cognitive Psychology at San Jose State University. Read Less

LOAN ADMINISTRATOR

Haley Jade supports the team at Milestone Financial LLC with customer reception, loan administration, onboarding, compliance, and insurance policies. With her friendly, hands-on approach, Haley is here to serve your needs. Haley is a lifelong resident of Santa Cruz who is currently studying Computer Science and Cognitive Psychology at San Jose State University.

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

  ALEX WIANT

BUSINESS DEVELOPMENT MANAGER

Alex Wiant focuses on new business opportunities for Milestone Financial LLC... Read More

BUSINESS DEVELOPMENT MANAGER

Alex Wiant focuses on new business opportunities for Milestone Financial LLC.  Alex develops new broker relationships, researches new properties/projects, manages some existing properties and works with builders/contractors on construction projects.  A Bay Area native. born and raised in Cupertino, Alex graduated from UC Davis with degrees in International Relations and Russian Studies. Read Less

BUSINESS DEVELOPMENT MANAGER

Alex Wiant focuses on new business opportunities for Milestone Financial LLC.  Alex develops new broker relationships, researches new properties/projects, manages some existing properties and works with builders/contractors on construction projects.  A Bay Area native. born and raised in Cupertino, Alex graduated from UC Davis with degrees in International Relations and Russian Studies.

Contact Info
Phone 800.391.0596 Ext. 5
Fax 603.719.4786
Email awiant@milestonefinancial.net

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