Broker Check

2425 Millcreek Court
Tallahassee, FL 32308

MillCreek Financial Consultants

(850) 727-5491

 

Team

At MillCreek Financial Consultants, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
William graduated from FSU with a finance degree in 1992, he assumed—and welcomed—a lifelong career in banking. Indeed, after seven years in the business, first with Barnett Bank and later with Capital City Bank, he was well on his way...

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Robbie has more than eight years of financial experience and represents individuals, as well as major corporations nationwide. He is a proud alum of the University of Georgia and holds a B.A. in Business Administration from the...

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Matthew was born and raised in Tallahassee. He attended Darlington School, a college-preparatory boarding school in Rome, Georgia, then returned to Florida State University and received his Bachelor of Science. He and his wife, Kate,...

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Holly E. Coston

Office Manager/Client Servicing Manager

(850) 727-5491

Holly was born and raised in the state of Maine. In her free time, she enjoys photography, cooking, reading, and traveling. She’s a member of P.E.O. -- a sorority that focuses on providing educational opportunities for women. She...

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Wanda grew up in Mobile, Alabama. Her mother and father taught her to work hard, always be honest, caring, and giving, and that her integrity is the most important thing she has. Wanda and her husband, Jim, are huge Florida State fans....

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