(713) 355-9910
3737 Buffalo Speedway, Suite 400, Houston, TX 77098
6160 Summit Drive N., Suite 580 Minneapolis, MN 55430
Phone: (651) 362-0867 Fax: (713) 355-1910
Mon-Fri: 8:00 AM – 4:30 PM
A dedicated team of professionals involved beyond the expected.
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 high school, Mitchell pursued a path in youth ministry, studying to become a youth pastor and was active volunteering at their church. During college, he married his high school sweetheart, Katrina, and quickly found himself balancing full-time work, school, and family life—lessons in responsibility and prioritization that would later inform his approach to financial planning. The great irony, he notes with a smile, is that he went from “working with poor teens to helping rich old people.” As he often tells people, people are often still at the mercy of their own emotions. He still finds value and purpose in advising people who are just older “teenagers” now, albeit with bigger portfolios.
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.
Mitchell lives in Minneapolis with his wife, four children, and a couple of cats. When he’s not helping clients, he can be found active within his church, gardening flowers and vegetables, exploring his wooded acreage, tinkering on DIY projects, tirelessly perfecting recipes in the kitchen, or tending the wood stove during Minnesota winters.
• He’s mildly obsessed with wood-stoves and all things DIY sustainability.
• He’s happiest with dirt under his fingernails and a project in progress.
• And his favorite challenge? Turning something boring into something brilliant.
