Experience and Education
Mitch supports a wealth advisory team in providing personalized financial solutions, including wealth management, tax planning and preparation, estate planning and investment strategies to help meet clients’ needs and objectives. He also assists with opening, maintaining and reporting on client accounts.
Prior to joining Mariner Wealth Advisors, he worked as a financial analyst. In that position, he developed recommendations for mutual funds, exchange-traded funds, individual stocks and bonds.
Mitch has a bachelor’s degree in finance from the Andre B. Lacy School of Business at Butler University.
Mitch enjoys going to Butler Bulldogs basketball games and playing musical instruments such as the guitar, drums, piano and ukulele. He also likes to kayak and write.