"Do your best everyday" was my father's lifelong moto and something I continue to live by today. This meant that, even on our down days, we did the best we could for that day living each day as a new beginning and giving all we could in each moment. Raising eight children, both my parents had to be very hard working in and out of the home which taught me many monumental lessons, but the value of hard work stuck with me the most. Today I apply my dad's moto, hard work and a little faith to the financial world to better serve clients.
I am a native Californian and moved to Sonoma County in my early grade school years. I am proud to call Santa Rosa my home. When not in the office, I enjoy spending time with my daughter, gardening, swimming and attending Spring Hills Church with my faith family.
My office partner, Kelly Mills, joined me in 2019 with a wide breadth of experience. Together, we focus our attention on providing our clients with honest advice based on each clients' own personal goals and values. Together, as a team, we help pave the road to financial success.
Focus areas
- Estate & Legacy Strategies
- Wealth Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Business Retirement Plans
- Divorce Finances
Focus Areas
- Estate & Legacy Strategies
- Wealth Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Business Retirement Plans
- Divorce Finances
My Personal Interests
- Health & Nutrition
- Culinary Arts
- Active Lifestyle
- Gardening
- Personal Fitness
Personal Interests
- Health & Nutrition
- Culinary Arts
- Active Lifestyle
- Gardening
- Personal Fitness
Office Information
Phone Number
Bob Duffield at (707) 537-0200Branch Team
- Kelly Mills
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Monday | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Tuesday | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Wednesday | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Thursday | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Friday | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Connect on Social
Branch Team
- Kelly Mills
- Sr. Branch Office Administrator
Branch Team
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