VIRGINIA OFFICE

Mike Mills, AIF®

Wealth Manager
VIRGINIA OFFICE

Mike Mills, AIF®

Wealth Manager

Mike Mills joined Equity Concepts in 2016 after a long career working in the financial industry in various capacities. Before joining Equity Concepts, Mike was a trusted advisor to financial advisors. Having worked with thousands of advisors across the country and many successful financial practices, Mike was drawn to join Equity Concepts based on admiration for the firm’s people, principles and a focus on a “win-by-not-losing” philosophy for clients.

Mike has over 17 years of financial industry experience, beginning as an analyst and working in investment consulting and advising clients and financial advisors. He has extensive experience in financial markets, including fixed income, equities and alternatives. Mike has represented many national investment managers, including Franklin Templeton, all over the country and at national meetings to speak on multiple investment and financial planning topics.

Mike served honorably on active duty in the United States Marine Corps before attending Virginia Polytechnic Institute and State University, where he received his Bachelor of Science in finance with a focus on risk management. Mike currently holds the following Financial Industry Regulatory Authority (FINRA) licenses: Series 6, 7, 63, and 65 and is licensed in 14 states. Mike is an Accredited Investment Fiduciary™.

Mike and his wife, Erin, live in Ashland, Virginia, and enjoy spending much of their time outdoors with their three children, TJ, Addy and Gavin. Mike enjoys volunteering at church and being a Cub Scout leader and baseball coach for his kids’ teams. Mike also enjoys hunting, hiking and sports.

Mike's Wealth Advisory Board

Michael Thaler

Wealth Manager and Chief Purpose Officer

Jinette Chiappetta, CPA

Wealth Manager & Director of Tax Strategy

Haider Sharifi, CFP®

Wealth Manager & Director of Financial Planning

Ken Jones

Wealth Manager

Andrew Walker

Managing Director & Chief Investment Officer

Philip Beethoven-Wilson

Wealth Manager

David B. Saunders

Senior Relationship Builder

William Saunders, CFP®

Chief Relationship Builder

Alison Brown

Strategic Assistant

Sarah Kyle

Strategic Assistant

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