Meet Our Team

Your Partners in Purposeful Financial Planning

At Milford Financial, our team brings a blend of experience and commitment to helping clients organize and grow their finances. Rooted in our Retirement Journey approach, we are here to provide guidance across every phase of retirement planning, income management, and wealth preservation. Each member of our team shares a dedication to understanding clients’ unique goals, aiming to provide a personalized approach that supports clients in navigating financial decisions with clarity and confidence.

Connect with our team today to start building a retirement plan that fits your vision.

Leadership

Our leadership team at Milford Financial is dedicated to guiding you through every phase of your financial journey—helping you organize, grow, and protect your savings with clarity and expertise.

Brian R. Bach

Founding Partner

With over 30 years of experience, Brian has dedicated his career to providing a high level of quality financial counsel and outstanding client service. Brian aims to help his clients build and protect wealth by integrating strategies that seek to…

Scott J. Jacob

Founding Partner

Scott has been in the financial services industry for over 15 years. He, focuses on comprehensive estate, insurance and wealth management strategies. Scott also works with corporate clients in structuring in-depth employee benefits strategies and executive carve-out programs. Scott holds…

Our Partners

Milford Financial partners with Alphastar Capital Management to deliver innovative asset management and advanced investment strategies.

Jonathan Blevins
VP - Advisor Consulting, Alphastar Capital Management
Tony Parish
Chief Investment Officer - AlphaStar Capital Management

Join Our Mailing List

Stay in the loop with exclusive financial insights and updates! Join our mailing list today to receive the latest news and tips from Milford Financial.

Skip to content