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 #1They each share similar work ethics and valuesThey each like to take advantage of technology (such as spreadsheets)They each like to laugh, especially at themselvesThey 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. Read more 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. Read more 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. Read more Have a Question? Name Email Address Question Thank you! Oops!