Good People. Great Guidance.
Our team at The Mill Financial Partners is comprised of passionate professionals, each bringing unique experiences and skills in finance, communication, and client service. Together, we are committed to delivering personalized financial planning and advice to help you achieve your financial goals.
Meet the mill
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Alan Franks
CFP®, CLU®, CFBS®
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Michael Standridge
CFP®, ChSNC®, MBA, CPFA
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Jack Giles
Financial Advisor
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Chase Crandell
Financial Advisor
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Jonathan Moon
Financial Advisor
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Bria Ragland
Financial Assistant
Plan a better future with us.
At The Mill Financial Partners, we strive to deliver unparalleled customer service while offering world class products that can help our clients reach their unique goals. Operating on an open architecture, access to a non-propriety investment platform and over 80 different insurance companies, we believe that we have the tools and resources needed to not only develop your plan, but to implement it as well.
Built Around What’s Next.
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We help clients prepare for what’s ahead through retirement and profit-sharing plans, tax strategies, 401(k) and 403(b) planning, college funding strategies, estate planning, and money management.
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We offer access to a range of investment solutions, including stocks, bonds, brokerage accounts, traditional and Roth IRAs, SEP and SIMPLE IRAs, government securities, Treasury securities, and variable annuities.
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We help clients explore insurance solutions designed to protect what matters most, including life insurance, disability income insurance, long-term care insurance, and individual and group health insurance.
Insuarnce Specialists
The Piedmont Group*
Through Our Relationship With MassMutual*
We Have Access to The Following Specialists & Resources:
Additional agency resources
Mathew Connor
Mathew Evanson
Senior Risk Consultant
Miriam Powers
Paraplanner
Adam Deady
CFP®, Investment Portfolio Consultant
Katie Dorminey
Client Portfolio Manager
Eneko Clayton
Director of Financial Planning
Joe Norton
Senior Risk Consultant
Daken Vanderburg
CFA®, MassMutual Wealth Management
Business & Advanced Planning Specialist
Senior Risk Consultant
Kurt Lippincott
CFA®, CPWA®, Head of Investment Office
Ryan Young
READY FOR WHAT’S NEXT?
Your life isn’t waiting.
Your financial plan shouldn’t either.
The right financial strategy starts with understanding where you are, what matters most, and where you want to go. Let’s start the conversation.