Michael A. Milinovich
President and Financial Services Director at the Firm
Mike started working in his Dad’s CPA firm at an early age. In sixth grade, his first professional duties were to assist in auditing tax duplicates for the local schools and municipalities. It was there he learned of his drive to help people along the journeys of life. Feeling compelled to further deepen his service to people, he left the CPA firm in 1988 to pursue theological studies at Asbury in Wilmore Kentucky. While enrolled in classes, he continued his work in the auditing field and was assigned to perform the audit of the Lexington Clinic Health system’s pension plans. There he learned the intricacies and nuances of pension plans.
Upon completion of his Master in Divinity degree (MDiv), he became ordained by the Western Pennsylvania Conference of the United Methodist Church and pastored in West Newton for seven years, and then in Monongahela for ten years. During this time, he also served as the Secretary of the Conferences’ Board of Pensions for over 12 years. This work was pivotal in the direction he would soon take professionally.
After starting the On-Call Chaplain Ministry at Monongahela Valley Hospital in 2006, Mike accepted the position at the Hospital to become its Pension and Benefit Coordinator in 2010. There he had the unique opportunity to transition the 1,200 active employees from a defined benefit pension to several different types of 401(k) pension plans, while still maintaining a relationship with another 2,000 people, current and future retirees, with their benefits. It was there he learned how difficult it was for people to understand the language of pensions and investing. It was frustrating for him to be unable to help people decide what course of action to take because of fiduciary and liability constraints. He continued his professional development during this time by becoming a Professional in Human Resources (PHR) and later studying for and passing the Series 65 Uniform Investment Advisor Law Examination through the North American Securities Administrators Association.
At the urging of his brother, Mike decided to re-join the family firm in 2015, this time as an Investment Advisor Representative. Because of his life experience, and heartfelt need to help people, Mike studied and achieved the designation of Retirement Income Certified Professional in 2015. In 2018 he also achieved the designation of Retirement Management Advisor.
In 2019, Mike took over the reins at Milinovich & Co., becoming its President and Financial Services Director. These actions complete the circle of his professional life and ministry. Fully understanding the complexities of life, family needs, retirement income, asset protection and taxability issues, he feels well suited to work and help people through these sometimes murky and choppy waters.
Mike is married to his wife Cathy and they have three children and 10 grandchildren.
Joshuah A. Dains
Investment Advisor
Joshuah is a 2015 graduate of Waynesburg University with an undergraduate degree in Business Administration and minors in Finance, Economics, and Marketing. In Joshuah’s time at Waynesburg University he grew in his love for serving individuals both locally and internationally through service trips to Guatemala, Costa Rica, Mississippi, and North Carolina, though just as importantly with groups in Greene County. His tenure at Waynesburg was also influenced by his time serving as President of the Student Government as well as assisting in the leadership of various other groups and fundraisers.
Joshuah has successfully passed his Series 65 licensing exam. He has also earned his CMA® (Certified Management Accountant®) designation through the Institute of Management Accountants. Prior to working at the firm, Joshuah spent time at Mylan Pharmaceuticals as a Senior Financial Analyst and as a Controller at Baily Insurance.
He currently serves in various capacities within our local community, including Treasurer for both the Greene County United Way and the Mason-Dixon Riders Association, as well as a member of Waynesburg University’s Alumni Council, Rotary Club of Waynesburg #7330, and the Greene County Emergency Response Fund.
Joshuah, and his wife Jessie currently reside in the country near Clarksville with their daughter, Baelyn. In his free time, he enjoys playing outside with his Golden Retriever, Finn. He also finds his most enjoyment in motorcycles and ATV’s, or really anything that has wheels or a motor. Racing and riding with his dad and friends have always been (since age 3) defining hobbies in his life. Reading books (Sherlock Holmes is a favorite), hiking with Jessie (Banff National Park is the best to date), and spending time with family and friends also bring him great joy.
Chrysan Smith
Office Manager
Chrysan is a graduate of Indiana University of Pennsylvania receiving a Bachelor of Science Degree in Accounting and a minor in Computer Science in 1984. Chrysan has been with our firm since 2013. Her professional and social skills are valued as she interacts with all our clients both at the front door and behind the scenes in many administrative capacities.
She has resided in Carmichaels her entire adult life. In her free time she enjoys competing in State and National Bowling Tournaments, gardening with her husband, Joe, and reading Danielle Steel books. Her and her husband love spending time with her youngest sister at her beach home in Shallotte, NC by Ocean Isle Beach.
Thomas G. Milinovich
Tax Director at the Firm
He is a graduate of Duquesne University in Pittsburgh, PA with a Bachelors of Science Degree in accounting. A CPA since 1973 he is licensed in Pennsylvania. He has been a Certified Financial Planner since 1992, and he transitioned the CPA firm to a Registered Investment Advisor firm beginning in 1998. Tom has passed the Series 66 exam of the NASD.
He is a member of the Pennsylvania Institute of Certified Public Accountants, American Institute of Certified Public Accountants and the Institute of Certified Financial Planners. He has served as a member of the PICPA’s Personal Financial Planning Committee.
In the past Tom has served as an instructor for both the AICPA and PICPA on various tax and financial planning topics. He has also written tax and financial planning articles for the Pennsylvania CPA Journal.
His volunteer service began in 1971 when he became a member of the Waynesburg Rotary Club. After holding many offices in the club, including President in 1975, he became active with Rotary at the district level where he served on several committees and held the office of District Secretary- Treasurer from 1977 to 1980.
In 1983, he was elected as District Governor of Rotary District 733. After that term, he became active with the rotary Foundation and served as the District Chairman for many years.
Beginning in 2001 when the Community Foundation of Greene County, PA was formed Tom wanted to use the Rotary Foundation experience along with his non-profit accounting experience to volunteer to be on the first expanded board of the organization. From that date until the present, he has been continuously involved with the Community Foundation as a board member., officer, or committee member. He is currently the Treasurer and Chair of the Finance Committee as well as an instructor for their Community Builders Program.
He is married to his wife Debra and they have two adult children and four grandchildren.
Jeffrey B. Widdup
Investment Advisor Representative, solicitor only, with Milinovich & Co., Inc.
Jeff is employed by First Federal Savings & Loan Association of Greene County and received his MBA Degree from Waynesburg College in 2006. He holds the active FINRA License Series 66 and has been a Chartered Retirement Planning Counselor since 2002.