Mitch is a CERTIFIED FINANCIAL PLANNER™ professional who provides comprehensive wealth management services designed to simplify complexity and preserve wealth across generations. He has a special focus on the sophisticated needs of HNW and UHNW clients, in areas that include estate and tax planning, investments, retirement, insurance, education, and business succession. With a full team behind him, Mitch enjoys being his clients’ primary point of contact, helping to integrate and collaborate with all their trusted advisors so those clients can focus on what matters most.
He holds a Bachelor of Science degree in Finance from Lindenwood University and began his career in 2016 with a boutique investment group focused on real assets. In 2017, he joined Greenway Family Office and became an equity partner, gaining experience in client service for multi-generational families and entrepreneurs, trading, operations, and compliance. After Greenway was acquired by MAI Capital Management in 2020, he continued serving as a senior associate and wealth advisor, working with entrepreneurs, executives, professional athletes, and non-profits. At Nichols Wealth Partners, he brings that experience to his work with their wealth management and Destiny Family Office clients.
Passions
Outside of work, Mitch enjoys golf, playing recreational softball, and spending time with his family and friends.
Favorites
• Favorite Food: Pizza
• Biggest accomplishment: I played baseball in the International Games in Nagahama Japan for Team USA and hit a home run against Team Australia.
• Favorite Book: “David & Goliath – Underdogs, Misfits and the Art of Battling Giants” by Malcolm Gladwell
• Hidden talent: I can recite the entire preamble of the U.S. Constitution from memory.