Kelly Mills

CFP®

Senior Financial Planner

Kelly Mills is a member of our Financial Planning Team. Prior to joining RGT, she worked at wealth management firms in the Boston area, St. Louis, and Northern Virginia. In these positions, she worked with families in many aspects of their financial lives, including financial planning, family education, tax coordination and philanthropy.

Kelly graduated from Wake Forest University with a Bachelor’s in Economics and Spanish. She received a Certificate in Financial Planning from Georgetown University and is a CERTIFIED FINANCIAL PLANNER™ professional.

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