Mitch is a paraplanner who works with our Wealth Managers to deliver excellent customer service. He strives to provide the client 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.
Education and Training
- Series 7 held at LPL Financial
- Series 66 held at LPL Financial & Great Valley Advisor Group
- Bachelors of Science Degree- Environmental Public Health; University of Wisconsin- Eau Claire