Serving high net-worth individuals, corporations, and executives, Mitch provides advanced investment and wealth-building strategies and identifies issues that apply to his clients, such as tax efficient investment strategies, portfolio management and retirement planning. Mitch will coordinate his activities with those of his clients’ CPAs and attorneys to ensure proper management of client affairs. Mitch feels his depth of experience allows him to be innovative, aggressive, and prudent in helping executives manage personal wealth and providing access to lending services through Wells Fargo Affiliates and employee retirement plans.
From 2004-2024, he has been a member of the firm’s Platinum Council Program, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure. Mitch is also a Private Investment Management Portfolio Manager and Barron’s Top 1200 Financial Advisors in 2022 and 2023*** and Forbes Best-in-State Wealth Advisor 2023**.
He began his career in Scottsdale in 1981, after moving from Ohio with his wife, Debbie. They have one daughter who lives in Brentwood. Mitch is a 2011 Spirit Award winner and sits on the Honor Health Foundation Financial Heath Advisory council. In his free time, he enjoys playing golf, supporting local charities and working out at boot camp.
**2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).
***2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022 (Source: Barrons.com). 2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021.
View Award DisclosuresThe Wells Fargo Advisors Spirit Award was established to recognize a select group of Platinum Council Advisors for their lifetime achievements – both personal and professional – and for epitomizing and reflecting Wells Fargo Advisors’ values. The Wells Fargo Advisors Platinum Council distinction is held by a select group of Financial Advisors within the Firm as measured by completion of educational components, business production based on either of the past two years and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
CA Insurance License # 0C69208. Resident State: AZ