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
Partner
805-409-3460
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.
John Zezini, CFP®, CRPC®, AAMS®
Partner
805-409-3460
John emphasizes financial planning, utilizing his credentials and experience to guide his clients through their financial journeys.
Lin Anschultz
Client Services Manager
805-409-3460
Lin is a 44-year veteran of our business and works closely with Rocky and John's clients.