Team
We have been working with individuals and businesses since 1967. We established our Napa location in 1986.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.
One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a road map to working toward a more secure financial future.
We’re looking forward to using our expertise to help you pursue your financial goals.
Thomas R. Mills is a CERTIFIED FINANCIAL PLANNER™. He earned this designation in 1983 from the College of Financial Planning. He is also a Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU).
John T. Mills is a Certified Financial Planner ™ He holds a bachelor degree from the University of Utah. He started working the financial services industry in 2003. He holds Series 7 and 66 licenses. He is a wonderful father to...
Kelly DeGarmo has been in the financial industry since 1999. She holds the security registrations 6 and 63 currently held with LPL Financial. Kelly is a notary public. She is dedicated to our firms clients and her family. Kelly and her...
