We at Velocity Financial go well beyond the limited scope that traditional financial companies place on product. We accomplish this by providing you with your own macro-manager to assist you in financial decisions based on your own personal economy. Your individualized financial model will measure and demonstrate the most effective economic strategies to dramatically boost output without additional outlay or risk. Some of these strategies include recapturing costs, velocity of money and distribution strategies.
GARY G. MILLS, PRINCIPAL
Gary has worked as a financial planner for over eighteen years. Teaching individuals how to transform their financial lives and experience the power of certainty has been one of the most satisfying parts of his career. Gary is married and enjoys six children who are a major part of his life. He loves the mountains and is an avid skier and back country trail runner.
Education, Professional Designations and Licenses:
- MBA, Finance, 1983, Graduate School of Business Administration, University of Utah
- BS, Accounting, 1971, Marriott School of Management, Brigham Young University , Provo , Utah
- Certified Life Underwriter (CLU®), 1997,
- The American College , Bryn Mawr , PA
- Certified Public Accountant (CPA), 1981, Utah State Board of Accountancy
- Has been registered with the National Association of Securities Dealers (NASD): Series, 7, 24 and as a Registered Investor Advisor (RIA)
- Registered LEAP® Practitioner
Career Milestones:
- Deloitte & Touche, San Francisco
- Sysco, Controller Treasurer
- Founder Velocity Financial
Contact Information:
Phone: (801) 562-1709
Fax: (801) 566-6147
E-mail: gmills@velocity-financial.com
KELLIE G OPENSHAW, ASSOCIATE
Kellie has worked in the financial services industry since 2006. Her passion for her career comes from teaching her clients economic principles that will help them build their wealth efficiently and teaching her clients how to spend and enjoy their money effectively in retirement. At home Kellie has a wonderful husband and son who keep her busy with various activities. She enjoys reading, golf, skiing, travelling near and far, and has been known to run a half-marathon or two.
Education, Professional Designations and Licenses:
- MBA, Marriott School, Brigham Young University (2006)
- BS, Environment and Behavior, University of Utah (1997)
- Registered LEAP Practitioner
Career Milestones:
- Enrich Financial, Partner
- KSL TV, Account Manager
Contact Information:
Phone: (801) 562-1709 ext 110
Fax: (801) 566-6147
E-mail: kopenshaw@velocity-financial.com
CRAIG MILLS, Associate
Craig graduated from Brigham Young with a degree in Accountancy in 2003. He began working with Velocity Financial in 2006 after spending three years with Ernst & Young including a one year rotation in the national office. Craig is a CPA, and an active member of the AICPA. Craig enjoys traveling, back country skiing, and tennis.
Education, Professional Designations and Licenses:
- BS, Accounting, 2003, Marriott School of Management, Brigham Young University, Provo, Utah
- Certified Public Accountant (CPA), 2006, Washington State Board of Accountancy
Utah Insurance License
- Member of The American Institute of Public Accountants® (AICPA®)
Career Milestones:
- One of four candidates selected for a national rotation with Ernst & Young in Manhattan, NY.
- Three years experiences with Ernst & Young, performing financial statement audits and buy-side financial diligence for M&A transactions.
- Joined Velocity Financial in 2006
Contact Information:
Phone: (801) 562-1709
Fax: (801) 566-6147
E-mail: cmills@velocity-financial.com
We have hand picked a group of strategic partners that are honest, knowledgeable, and innovative to add value if you are seeking additional help in areas of:
- Property & Casualty Insurance
- Mortgage Broker
- Commercial Real Estate
- Taxation
- Customized Investments
- Life, Health, & Disability Protection
- Legal
We have bridged the financial and the personal to help our clients thrive and experience greater certainty.
