Mitchell joined our team in 2025 after spending more than 14 years with a major national retailer, where he worked primarily at its corporate headquarters in supply chain and logistics. His extensive background in operations and process improvement brings a unique and valuable perspective to the firm. During his corporate career, Mitchell developed a strong personal interest in finance, regularly reading industry literature and exploring investment and planning strategies in his free time. This longstanding passion ultimately inspired him to pursue a career where he could combine his analytical skills with his desire to help others achieve financial confidence and security.
As a Behavioral Financial Advisor™ (BFA), Mitchell incorporates behavioral finance principles into his advisory approach. He works closely with clients to not only address the technical aspects of financial planning, but also to help them understand and manage the emotional and behavioral factors that influence financial decision-making. His goal is to provide thoughtful, values-based guidance that empowers clients to make informed choices and stay on track toward their long-term goals.
Mitchell is deeply committed to delivering attentive, personalized service to every client and is passionate about financial education. He looks forward to creating opportunities to engage with and inspire local youth through classes and workshops, helping them build a strong foundation for lifelong financial well-being.
Originally from New Berlin, a suburb of Milwaukee, Mitchell fell in love with Waupaca during his first visit in 2018 with his now-wife, Kika—Suzanne’s daughter. In his free time, he enjoys hiking through Hartman Creek State Park, biking through Rural to the Red Mill, and spending time on the Chain O’ Lakes. Outside of work, Mitchell enjoys playing volleyball, reading, tackling home projects, staying active, and traveling. He also appreciates a good cup of coffee and time spent outdoors. At home, he loves spending time with Kika, their two cats (Rose and Millie), and their dog (Onyx). They are also excited to welcome their first child, a baby girl, in October 2025.