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 those previous positions, she worked with families in many aspects of their financial lives, including financial planning, family education, tax coordination and philanthropy.

Outside the office, Kelly is a member of the Financial Planning Association.  She is actively involved with For the Nations Refugee Outreach, a gospel-centered nonprofit organization serving refugee families in the Dallas area through a variety of educational programs, acculturation services and outreach.

Kelly graduated from Wake Forest University with a Bachelor in Economics and Spanish; completing semesters abroad in Valparaiso, Chile and Salamanca, Spain. She received a Certificate in Financial Planning from Georgetown University and is a CERTIFIED FINANCIAL PLANNER™ professional.

email