Broker Check


Rocky & Lin have worked together for the last 25 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 #1
  • They share similar work ethics and values
  • They both like to take advantage of technology (such as spreadsheets)
  • They both like to laugh, especially at themselves
  • They both appreciate a good wine


Robert A. ''Rocky'' Mills, MBA, CIMA®


(805) 277-7300


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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Lin Anschultz

Client Services Manager



Lin is a 40-year veteran of our business, the last 22 of which she's worked closely with Rocky and his clients.

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