Phillip Mills CFP®, CIMA®, CPWA®, AEP®, ChFC®, CLU®, EA in

Phillip Mills CFP®, CIMA®, CPWA®, AEP®, ChFC®, CLU®, EA

Critic · DISC type C
Founder | Wealth Advisor at Flying Forward Wealth Management
📍 Boerne, Texas, United States

Phillip is the Founder and Wealth Advisor at Flying Forward Wealth Management, where he focuses on comprehensive financial planning. He holds an MBA from UNC Kenan-Flagler Business School and multiple certifications, including CFP® and CPWA®, specializing in tailored strategies for individuals, families, and businesses.

Outside of finance, Phillip serves as an MQ-9 Instructor Pilot in the US Air Force Reserve, continuing a passion for aviation that began at the United States Air Force Academy where he was a soaring instructor pilot and part of the Cadet Aviation Club.

He maintains a unique dual career as both a wealth advisor and a military instructor pilot for remotely piloted aircraft.

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Experience
14 Years
Current Role
Founder | Wealth Advisor
Job Level
Leadership
Location
Boerne, Texas, United States
Personality Overview

How Phillip shows up

Objective Thinker
Negotiator
ROI Driven

Unless the value is proven by data, they are unlikely to value fancy features. They like to do things independently and don’t look for support from others. They choose to analyze logically and value facts to emotions.

Priorities

Topics Phillip cares about

Values-Driven Finance
His posts suggest that true financial planning goes beyond numbers to create space for a client's personal values, time, and energy to lead the way.
Military Aviation
Serves as an MQ-9 Instructor Pilot in the Air Force Reserve and was previously a soaring instructor pilot at the US Air Force Academy.
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Career

Work history

8-2023
Founder | Wealth Advisor
Flying Forward Wealth Management
5-2018
MQ-9 Instructor Pilot
US Air Force Reserve
11-2022 - 5-2023
Financial Advisor
Invicta Financial Group
2-2018 - 11-2022
Financial Advisor
Northwestern Mutual
7-2011 - 3-2018
MQ-9 Instructor Pilot
United States Air Force
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2016 - 2018
Master of Business Administration - MBA
UNC Kenan-Flagler Business School
2006 - 2011
Business Management
United States Air Force Academy
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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