Mitchell, or Mitch as many call him, grew up in Flint, Michigan, in a modest home on 10 acres next to his grandparents. Summers were spent exploring the woods and in the shadow of his grandparents learning gardening, cooking, quilting, and building. Dinnertime meals served as the basis of his business education as he heard his parents discuss the day-to-day challenges of owning and operating businesses.

An old soul, Mitchell realized early on that his life would be different than others. Growing up with two older brothers, one with Down syndrome, he knew that life events were significant as not everyone would experience milestones in life the same way or at all. Life needs to be appreciated and with purpose. After more than two decades behind the scenes designing systems that power advisory firms, Mitch stepped into a role he’s prepared for all along: serving individuals and families directly as a Financial Advisor.

Mitchell’s professional journey in finance began in 2004 when he joined a hybrid RIA through a relationship from his church. Over time, he learned how ministry could be done outside the walls of the church and assumed responsibility for operations, portfolio construction, compliance, and client management, eventually earning his Series 7 and 66 licenses which he currently holds through LPL Financial.

In 2011, he transitioned into consulting, helping over a thousand advisors nationwide optimize their operations, build repeatable processes, and deliver better client experiences. In 2015, he started his own RIA and in 2018, he returned to the firm where his career began, stepping into the role of COO. Both of these two companies were later acquired by Larson Financial Holdings.

From there, he served as president of Larson Network Services and eventually COO of Larson Financial Holdings, leading the operational teams consisting of investments, compliance, marketing, legal, information technology, human resources, and finance that served as the hub for the various subsidiaries of Larson Financial Holdings, including their various RIAs, Broker Dealer, tax planning, and addition client services affiliates. In 2023, Mitchell took on the role of President of Intrua Financial, providing guidance and support for the advisors and clients service teams nationwide.

Now, Mitchell has stepped back from operational roles and focuses entirely on working directly with individuals and families as a Wealth Advisor. He combines an engineer’s precision with a teacher’s clarity and a pastoral heart, helping clients align their values around their financial planning. He prides himself on the ability to simplify complex decisions, so that clients can feel confident about their financial futures. His approach is rooted in understanding people first—their dreams, fears, and opportunities—and translating that into actionable strategies that bring clarity, peace, and results.