Team Rocky & Lin have worked together for the last 22 years. That's a rarity these days – how did this happen?They both occupy that rare space where "Big Picture" overlaps with "Details"They both believe that the relationship with the client is job #1They share similar work ethics and valuesThey both like to take advantage of technology (such as spreadsheets)They both like to laugh, especially at themselvesThey both appreciate a good wine Robert A. ''Rocky'' Mills, MBA, CIMA® President (805) 277-7300 805-409-3460 [email protected] Rocky has been working closely with high net worth families since the late 1970's. At a time when experience and credentials matter, you'll appreciate having Rocky on your team. Read more Lin Anschultz Client Services Manager 805-277-7299 805-409-3460 [email protected] Lin is a 40-year veteran of our business, the last 22 of which she's worked closely with Rocky and his clients. Read more Have a Question? Name Email Question Thank you! Oops!