Mitch’s passion for his financial services practice comes from seeing too many friends and family members suffer financial setbacks, both in their businesses and in retirement. Most of these hardships could have been avoided with proper planning. His goal is to educate clients to their “wants and why’s” multiple solutions to the same problem and let them decide what’s best for their unique situation.
Mitch was introduced to IPFS in 2019, and after hearing their unique and strategic approach to financial planning, he knew his engineering background, problem-solving skills, and genuine love for peoples financial success would be a perfect fit. He is now a recovering engineer, and currently holds FINRA Series 7 & 66 licenses, as well as the Group 1 insurance license.
Born in Texas, Mitch grew up in the Middle East, South East Asia, and Scandinavia. He earned an engineering degree from Texas A&M University, and later spent 10 more years abroad working in oil and gas. He has traveled to over 40 countries and considers himself very lucky to have great friends all over the world.
Away from the office Mitch enjoys spending time with his family. He has been married to Tiffany for 22 years, and together they have two teenage boys. The family enjoys snow skiing, golfing, and traveling together whenever they can.