Check the background of investment professionals associated with this site on FINRA's BrokerCheck
Mitchell works with individuals, families, and small businesses to make confident, informed decisions about their financial future. He takes a holistic approach to planning, working closely with clients to develop personalized strategies that support their goals through every stage of life. He approaches each client relationship with care and intention, focusing on simplifying complex decisions and aligning strategies with what matters most.
Mitchell grew up in Crivitz, WI and enjoys spending his time away from the office hunting, fishing, and waterskiing with his wife Holly.
Mitchell grew up in Crivitz, WI and enjoys spending his time away from the office hunting, fishing, and waterskiing with his wife Holly.
Credentials
- Series 7 Securities Registration (held with Cambridge)
- Series 66 Securities Registration (held with Cambridge)
- Licensed for Insurance in Michigan and Wisconsin
- B.S. in Accounting from Colorado Christian University
- B.S. in Business Administration from Colorado Christian University
- B.S. in Outdoor Leadership from Colorado Christian University
If you would like any further information about these topics, or other areas of investing, please don’t hesitate to contact an investment representative.