Mitchell has a passion for helping others achieve their financial goals. He has the ability to translate complicated financial and investment strategies into plain English and works with individuals and families to create the plans to meet those goals. He began his career in financial planning while putting himself through college working at an online brokerage firm. Upon earning his undergraduate degree in Finance and Banking, he went to work as an investment adviser. He now holds an MBA, is a CERTIFIED FINANCIAL PLANNER™ practitioner, Retirement Income Certified Professional®, and Registered Social Security Analyst®.
Mitchell is a career military man first enlisting in the Marine Corps and later being commissioned in the Army as an Infantry Officer. He has multiple combat tours as an Infantry Platoon Leader during the surge of Iraq, and later, as an Infantry Company Commander where he led the last fighting force out of Iraq in December of 2011. He has been awarded numerous medals and badges. During his entire military career, he has worked with hundreds of soldiers to help improve their financial well-being.
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