Mitchel is a Financial Planning Associate on our planning team, where he helps develop a comprehensive understanding of each client’s financial picture and assists in designing tailored plans aligned with their unique goals. Mitchel assists in delivering holistic financial strategies by analyzing client portfolios, preparing performance reports, and developing financial snapshots that provide clear insight into each client’s overall financial position.
Mitchel graduated with high honors from Northern Michigan University, earning a degree in Finance. During his time there, he was also a member of the university’s football team. Outside of work, Mitch enjoys golfing, playing pickleball, and spending time with family and friends.