Broker Check

Team

Rocky, John & Lin have a combined tenure of over a century!

They each occupy that rare space where "Big Picture" overlaps with "Details"

  • They each believe that the relationship with the client is job #1
  • They each share similar work ethics and values
  • They each like to take advantage of technology (such as spreadsheets)
  • They each like to laugh, especially at themselves
  • They each appreciate a good wine


 

Robert A. ''Rocky'' Mills, MBA, CIMA®

Partner

(805) 277-7300

805-409-3460

Rocky@WestlakeIA.com

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.

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John Zezini, CFP®, CRPC®, AAMS®

Partner

805-277-7300

805-409-3460

John@WestlakeIA.com

John emphasizes financial planning, utilizing his credentials and experience to guide his clients through their financial journeys.

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Lin Anschultz

Client Services Manager

805-277-7299

805-409-3460

Lin@WestlakeIA.com

Lin is a 44-year veteran of our business and works closely with Rocky and John's clients.

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