Tomas McMillan
Partner / CIO
Holding a B.S. in International Finance and Economics and currently, pursuing his CFP designation. As well as a Dual Masters degrees in Mathematics and Bilingual Education.Tomas has built and honed his experience for over two decades working with top Wall Street firms. He understands institutional and investment banking, as well as private wealth management for individuals or business owners.
Tomas is currently a senior partner at Walker & McMillan, LLC., devoting his knowledge as an economist and Investment banker to provide solid investment advice. Helping to create Legacy or Retirement plans and assuring his clients' financial goals and aspirations are met.
Securing a financial future through investment requires a professional who is knowledgeable. His diverse background affords him the unique perspective of viewing the market through the eyes of a business owner, economist, investment banker, wealth manager, and father/husband.
