Mitchell is a Wealth Manager who works to deliver excellent customer service. He strives to provide clients with the best possible experience while they navigate through their financial journey. While out of the office, Mitch enjoys traveling with his wife, playing golf, and spending time with his family.

Certifications, Licenses, and Registrations

• CERTIFIED FINANCIAL PLANNER™ professional
• Accident, Life, and Health Insurance Licenses

Education and Training

• Series 7, 66
• College for Financial Planning graduate
• Bachelor’s Degree – Environmental Public Health; University of Wisconsin – Eau Claire
• Master of Science in Finance; University of Wisconsin – Whitewater

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