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Profile
James Mills, Jr.
Hmm, where do I even start? I have a 1985 VW Westfalia that gets regular use as our adventure wagon.
My grandfather, Hal Writer. He opened his own independent investment firm in 1928 in Denver and was an entrepreneur his entire life.
I love cycling of any kind.
I really love developing strategic financial plans that take stress out of the lives of the families with whom I work.
When I was 11, I was nearly crushed by a loaded barge when I fell off the dock where it was moored. Before hitting the water, I managed to grab the mooring line and pull myself up just before it slammed me into the dock. Never told my parents about that one.
About Jamey
- Objective: Jamey's goal is to be part of a client-focused, independent wealth management firm that delivers comprehensive financial planning and wealth management solutions.
- Snapshot: Jamey specializes in strategic financial planning for families and entrepreneurs with an emphasis on customized tax-efficient solutions; prior to wealth management, he was a senior level manager responsible for long-term strategic planning, product development, and product management in the technology and mobile voice and data services sectors.
Experience
- Financial Advisor, Merrill Lynch, Denver, CO
- Financial Advisor, First Financial Equity Corporation, Denver, CO
Education
- University of Denver, BA, Economics
Affiliations & Boards
- Member and Officer, Board of Directors & Chair, Development Committee, Rocky Mountain Multiple Sclerosis Center
