Jon Rhoney, CFP® CTFA®

At Mill Capital Management, Jon focuses on providing comprehensive financial planning to families with a broad range of retirement, estate, and philanthropic goals. Jon uses his 20 years of experience to help families create tax-efficient investment, wealth transfer, and philanthropic solutions.

Prior to Mill Capital Management, Jon was a Senior Fiduciary Advisory Specialist with The Private Bank at Wells Fargo. His responsibilities included partnering with his clients’ tax and legal advisors to ensure the best solutions were applied to their customized financial plans.

Jon is a graduate of The University of North Carolina at Chapel Hill. He is a Certified Financial Planner® and has earned the Certified Trust and Fiduciary Advisor™ designation from the American Bankers Association. He and his wife, Tracy, have two children. He enjoys golf, following UNC sports teams, and traveling with his family.