Mitchell has over 7 years of experience in the financial services industry. His primary focus is on financial planning, retirement planning, portfolio design, and investment research. Mitchell graduated from the University of Wisconsin – Eau Claire School of Business with a B.S. in finance.
Born and raised in the city of Menomonie, Mitchell is active in community involvement holding chair positions in the Lions Club and Indianhead Enterprises. He believes everyone’s situation is unique and deserves a professional plan toward reaching their goals.
Mitchell currently holds his Series 7 Securities License, Series 66 Investment Advisory License, Accident & Health Insurance License, Life Insurance License, and Long Term Care, Variable Life, and Variable Annuity Lines of Authority.
Apart from work, Mitchell loves spending time with his wife Abbie and their dog Mia. They enjoy being outdoors and being involved in everything from hunting, fishing, camping and golf.