About Mitchell

MBA, Certified Financial Planner™, Husband, Dad, Infantryman

Mitchell has a passion for helping others achieve their financial goals.


He has the ability to translate complicated financial and investment strategies into plain English and works with individuals and families to create plans to meet those goals.

Mitchell is a career military man first enlisting in the Marine Corps as a military policeman and later being commissioned in the Army as an Infantry Officer. He has multiple combat tours as an Infantry Platoon Leader during the surge of Iraq, and later, as an Infantry Company Commander where he led the last fighting force out of Iraq in December of 2011.

He has been awarded numerous medals and badges. During his entire military career, he has worked with hundreds of soldiers to help improve their financial well-being.

He is proud to be married to his high school sweetheart and the Dad to a fun-loving little girl…oh yeah, and a cute little furball that looks like a teddy bear, which our daughter appropriately named “Teddy”.

Need a speaker for your next event?

I'd love to be an expert resource - I'm available for conference presentations, online webinars, podcast interviews, and more.