715-839-1006 msinz@osaicwealth.com

Mitchell brings more than 15 years of experience in the financial services industry, helping individuals, families, and businesses navigate their financial futures with confidence. He specializes in comprehensive financial planning, retirement planning, portfolio design, investment research, and employer-sponsored retirement plans, including 401(k) plans. He earned his Bachelor of Science in Finance from the University of Wisconsin–Eau Claire School of Business.

A lifelong resident of Menomonie, Mitchell is passionate about giving back to the community. He is currently serving as the Vice President of the Menomonie Lions Club Foundation and has served in leadership roles with the Lions Club, Sleep in Heavenly Peace, and Indianhead Enterprises. Mitchell believes every client has unique goals, circumstances, and priorities, and he is committed to developing personalized strategies designed to help them achieve long-term financial success.

Mitchell holds the Series 7 Securities License, Series 66 Investment Adviser License, Accident & Health Insurance License, Life Insurance License, and Lines of Authority for Long-Term Care, Variable Life, and Variable Annuities.

Outside the office, Mitchell enjoys spending time with his wife and children. Whether hunting, fishing, camping, golfing, or simply enjoying the outdoors together, family is at the center of everything he does.