“Someone 's sitting in the shade today because someone planted a tree a long time ago.”
– Warren Buffett
Mitch brings valuable insight from his background as an auditor in the financial services industry. He understands the importance of supporting clients as they work through the process of pursuing their financial goals, helping them stay focused on the most important things in life.
Mitch strives to assist advisors to provide value and benefit to clients and their families. As situations arise in your financial journey, Mitch will be there to assist every step of the way offering his services to help accommodate your needs.
He specializes in data analytics, technological skills, and accounting standards. He graduated in 2022 with a Bachelor’s degree in Accounting and Finance and in 2023 he graduated with a Master’s of Science degree in Financial Accounting. He spent two years as an auditor within the Financial Services division for RSM at their headquarters in Chicago, IL.
Mitch enjoys spending time with family and friends, golfing, exercising and attending Illinois sporting events.
Raymond James is not affiliated with any of the companies mentioned.