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, Mitch continued his work in a Chief Operating Officer capacity until 2022, when he joined Destiny Wealth Partners.
Mitch lives in the St. Louis area with his wife, Brittany, and their two children. Outside of work, he and his family enjoy baseball, fishing, attending concerts, and traveling. He tries to have a positive impact on his community and volunteers with his children’s sports teams, the local food pantry, and with Angel Arms, an organization that helps at-risk youth.