Ronald C. Mills CFP®
Ronald C. Mills is the main principal of the firm. He is also an Investment Advisor Representative with LPL Financial. Mr. Mills is an Accredited Investment Fiduciary, Certified 401(k) Professional and a Plan Sponsor Professional. These designations are specific to the 401k space. He received his B.S. in Business from Brigham Young University. He holds minors in Finance and Economics under his major of Business Management. He spent several years with the Xerox Corporation specializing in vertical markets in the banking sector. He has completed Estate Planning training through Connecticut General. He held the position of Regional Sales/State Marketing Manager for General Electric Credit Corporation for 7 years. Mr. Mills assumed a branch manager position with Jefferson Pilot after General Electric Credit Corporation closed their offices nationally. He held this position while developing a personal agency at the same time.
Mindy Cespedes Client Services Manager
Jeni Rimmer-Millar Administrative Manager
Cindy Pearson Administrative Assistant