Strategic
COO-Level
Guidance
Our Mission
Our mission is to empower entrepreneurs, executives, and private businesses with the expertise they need to scale efficiently, maintain compliance, and drive sustainable growth.
Financial
Legal
Tax
operational
Banking
Megan Mills
Megan is a licensed attorney and a member of the California Bar Association. With over a decade of experience in wealth management, Megan has worked with entrepreneurs, venture capitalists and private growing businesses, specializing in:
• Business Formation, Dissolution & Compliance
• Operations Efficiency & Growth
• Strategic Debt, Raising Capital
• Investment Strategy & Financial Planning
• Tax Strategies & Risk Management
• Banking & Cash Flow Optimization
Megan completed her undergraduate and graduate studies at UC Santa Barbara, Harvard University, and UC Law respectively. Her career began in the General Counsel's Office at NASA where she developed a deep understanding of legal compliance, regulatory frameworks, and operational governance. She later transitioned into wealth management working at large firms including BofA/Merrill, Northern Trust, and JP Morgan where she helped business leaders and innovators strategize, forecast, and implement financial structures that fuel long-term success.