Currently Mike is the managing principal of the firm. He leads the investment committee, mentors his associates, and handles much of the business development work for the firm. Mike Mills has been in the investment industry for 8 years and is a member of the Financial Planning Association, (FPA).

Prior to founding his own firm, Mike began his investment/financial planning career at HD Vest, Inc. where he taught CPAs and Attorneys how to add financial planning divisions to their existing practices. After helping other advisors build their financial planning practices, Mike decided to start his own firm in 1999.

Mike is a graduate of the Air Force Academy and a retired Air Force Officer. Mike had a short lived military career due to a severe accident that nearly cost him his life. Mike’s near death experience has given him a passion for making sure that his client’s financial plans are designed to succeed under all circumstances and combat the onslaught wealth eroding factors that most plans face over time. Mike feels his personal mission is to design strategies to protect his client’s family, build liquidity, and grow client assets into multi-generational wealth.

Mike is a student & proponent of the LEAP System which seeks to help clients reach their maximum financial potential via the movement of money, the minimization of taxes, and the execution of a well defined strategy

Mike has appeared frequently in media. He co-hosted a financial related radio show, appeared on cable TV, and has been published frequently on a variety of financial planning related topics in many different newspapers. Mike is actively involved in AMBUCS, a charity that raises money for disabled children, and his church. Prior to working in the investment field, Mike worked in the defense industry as an international contract manager. Mike & his wife Sheri have been married for 6 years and they have 2 children Allison and Tyler Marie. They live in Southlake, Texas.