LEON COUNTY
SUCCESSION PLANNING
photography by THE WORKMANS
↘ MEN IN BLUE. Left to right: William C. Green, certified financial planner and MillCreek Financial Consultants president; Austin England, partner; Robbie Kinney, partner.
Succession Planning
More than a philosophy, it’s a discipline story by DAVID EKRUT, PH.D.
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ou don’t know what you don’t know. That sentiment is echoed by the three partners at MillCreek Financial Consultants whenever they discuss
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the blind spots people often have when it comes to finances. William Green, the company’s president, has an innovative philosophical approach shared by the firm’s other partners, Austin England
and Robbie Kinney. They work with clients on a macroscopic level to help them realize the best way to navigate uncertainty in the highly dynamic U.S. and world economies. “A lot of the people in our business sell solutions, like features and benefits,” said Green, who has 22 years of experience in finance. MillCreek instead focuses on problem-solving and works to be a macro manager for their clients, bringing third parties, such as CPAs, attorneys, property managers and other external experts into the planning process. “Our job as we see it,” said Kinney, “is to be a financial coach, a financial