Bert Mills - Financial Advisor

Bert Mills - financial advisorAs a young boy, I found myself at the local grocery store with 10 cents burning a hole in my pocket. I examined the candy carefully trying to figure out how much candy I could buy to maximize every penny. After composing a carefully crafted strategy, I approached the register – the dime in one hand and two pieces of penny candy in the other. The clerk rang me up, and I returned to the candy aisle. After a few minutes, I approached the clerk again and bought two more candies. On my third approach to the register, the clerk asked me, “Why don’t you just buy the penny candy all at once?” Confessing my strategy, I replied, “You were gonna charge me sales tax, and I wouldn’t have enough for 10 pieces. I figured if I bought a few at a time, it wouldn’t be enough to charge me sales tax.”

Laughing, she rang up the rest of the candy and told me I was one smart little kid.

Today, as a financial advisor, I use those same street smarts I learned as a kid to help determine the most appropriate financial strategy for you and your family.

Being actively involved in my community is important to me. I am heavily involved with the Woodinville Chamber of Commerce and enjoy volunteering at my children's school.

I graduated cum laude from Brigham Young University in 1999 with a degree in communication. In 2011, I earned the Accredited Asset Management Specialist (AAMS®) professional designation.

My beautiful wife, Laura, and I have four lovely daughters. We enjoy swimming, gardening and geocaching. It is also rumored that we are avid worm farmers.

My branch office administrator, Rachel Armstrong, graduated from the University of Washington. She and her husband have two daughters. Rachel is dedicated to providing you with the highest level of service

possible.

Our office provides highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.

Contacting Bert Mills

 

(425) 402-6950