July 18, 2023 – Mills Wealth is proud to announce that Emily Rickman, CPA CFP®, has obtained her Certified Financial Planner™ certification with the Certified Financial Planner Board of Standards (CFP Board). Rickman, a Private Wealth Advisor, is responsible for providing guidance to clients on a variety of financial matters
Stop by our Southlake wealth-management office, just off TX-114 and minutes from Westlake, Trophy Club, and Colleyville, to meet the team that’s guided North Texas families and business owners for 25 years. Mills Wealth Advisors delivers fee-only financial planning, retirement-income strategies, tax-efficient investing, and exit-planning expertise to clients across the Dallas-Fort Worth metroplex. Tap the map below for turn-by-turn directions or give us a call to book your complimentary discovery meeting today.