As a wealth advisor, Mitch listens to gain a deep understanding of each client’s values and goals. He then seeks to organize, simplify and guide them to financial independence.
An Athens native, Mitch attended the University of Georgia where he earned a degree in risk management and insurance. He has over 20 years experience in the financial services industry, with much of that time focused on alternative investments.
Mitch is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst (CIMA®) and has successfully passed the following industry examinations: Series 6, Series 7, Series 63 and Series 65. He is also licensed in life, health, disability and long-term care insurance.
Mitch lives in Milton with his wife, Chris, and their three children. They attend the Parish Anglican Church and enjoy reading, hiking, swimming and cooking out. A third generation Georgia Bulldog, he is also a huge fan of college football.
The Certified Financial PlannerTM (CFP®) certification recognizes individuals who have met rigorous professional standards and have agreed to adhere to the principals of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. The CFP® certification requires extensive initial and ongoing education in investment planning, retirement planning, liability management, estate planning, and insurance and risk planning. Credential holders must also abide by the CFP Board's Code of Ethics and Professional Responsibility, including the requirement to act in each client's best interest.
Certified Investment Management Analyst (CIMA®) professionals apply state of the art investment theory and integrate a complex body of knowledge systematically and ethically to assist clients in making prudent investment decisions. Mitch earned the CIMA® designation after extensive graduate-level coursework at The Chicago Booth School of Business. The CIMA® certification signifies that an individual has met initial and ongoing experience, ethics, education, and examination requirements for investment management consulting, including advanced investment management theory and application.