(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.
When you’re making big financial decisions about retirement, your legacy, or just navigating what’s next, you want someone who sees the whole picture, not just the numbers. Mitch brings a rare blend of deep financial expertise and down-to-earth clarity. He’s the kind of advisor who simplifies the complex, listens before recommending, and helps you feel confident every step of the way. With Mitch, you’re not just getting a plan: you’re getting a partner who turns your goals into real, actionable strategy.
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. He’s spent much of his career as a strategic consultant to over 1,000 advisors nationwide. As a builder of scalable business infrastructure, Mitch is known for transforming back-office complexity into elegant client experiences, and for helping firms do more with less through repeatable, white-glove processes.
Now, he brings that same expertise and care to every individual he works with: helping people create clarity around their goals, confidence in their investments, and a customized plan that aligns their wealth with their values. With a background in investment strategy and risk alignment, Mitch brings an engineer’s mind and a teacher’s heart to every conversation. He makes the complex feel simple, the overwhelming feel doable, and the boring feel pretty exciting.
Mitch grew up in Flint, Michigan, not far from the world’s largest Christmas store in Frankenmuth. He now lives in Minneapolis, Minnesota, with his beautiful wife Katrina, their four kids, and a couple of cats. And when he’s not optimizing systems or running portfolio strategy meetings, you can find Mitch tending to plants and dreaming of going fully off the grid someday.
• 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.
