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Terri Millson and Ray Dicius are founding partners of TriSummit Investment Advisors. On a select basis, Terri manages portfolios for individual investors, a process that begins with a complimentary written financial plan.
Ray, meanwhile, specializes in tax-deferred investments, risk management that includes wealth transfer and wealth replacement strategies, as well as health insurance for groups, families, and individuals.
Terri Millson, CIMA, CIMC
 President, LPL Investment Consultant
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- Investment Management Consulting experience since 1986
- Co-founder and President of TriSummit Investment Advisors, 2002
- Owner Registered Investment Advisory Firm, 2003
- Institute of Certified Investment Management Consultants member
- Certified Investment Management Analyst (CIMA)
Wharton School of Business, University of Pennsylvania, October, 2005
- Certified Investment Management Consultant (CIMC)
- Series 7, 63, and 65 registration held with LPL Financial
- CA Insurance # OA15829, Terri Grassmuck Millson, Domicile State and Principal Place of Business: California.
- At-Large Board of Director for University of Michigan
Alumni Association of Orange County(UMOC)
- Former President and Board Member of the Planned Giving Roundtable of Orange County
- Former Chairman of the Orange County Leave a Legacy Campaign
- Former Planned Giving Committee Chairman, Ocean Institute, Dana Point, CA
- Former Member of the Professional Advisory Committee for Concordia University, Irvine, CA
- Former Vice President of Income Development for the American Cancer Society, Newport-Mesa Division
- Former St. Jude Hospital, Fullerton, CA Professional Advisory Committee member.
- Guest speaker at Western Regional Planned Giving Conference, Network of California Community College Foundations, California Association of Nonprofit Annual and Financial Management Conferences and Workshops, Orange County Planned Giving Roundtable Primers and Featured Speaker
- B. S. University of Michigan, Ann Arbor, 1981 with High Honors
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Ray Dicius, GEPC
LPL Registered Principal
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- Owner and Broker, TriSummit Insurance
- Co-founder and Branch Manager of TriSummit Investment Advisors, 2002
- Owner Registered Investment Advisory Firm, 2003
- Insurance and Financial Consulting experience since 1997
- Graduate Estate Planning Consultant (GEPC)
- National Institute for Estate Planners Fellowship
- Series 7, 24, 63, and 65 registration held with LPL Financial
- CA Insurance # OC03037, Raymond Anthony Dicius, Domicile State and Principal Place of Business: California.
- Guest speaker at Western Regional Planned Giving Conference, Network of California Community College Foundations, California Association of Nonprofit Annual and Financial Management Conferences and Workshops, Orange County Planned Giving Roundtable Primers
- B. S. University of Utah, Salt Lake City, 1983
- Foundation 501(c)(3) sector Management and grant writing/administration experience
- Tax-exempt fiduciary background with responsibility for all aspects of nonprofit fiscal management
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PERSONAL
Terri and Ray are also husband and wife. Together they enjoy skiing and as hockey enthusiasts favor their Anaheim Ducks. Terri and Ray have a ski racing teenager named Mark. Terri enjoys golfing socially, walking, and reading. When Ray is not skiing or road bicycle training he races his Porsche and closely follows Formula 1, World Cup ski racing, and the Pro Peleton.
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