Mitchell joined HB Wealth in 2022. He has over eight years of experience providing guidance in cash flow management, investment strategy, tax planning, life and health insurance, retirement income planning, and estate planning. He firmly believes in prudent financial decision-making, as it enables individuals and families to enjoy the resulting freedom in other areas of their lives.
Mitchell began his career in financial services at Truist Wealth in Charlotte, North Carolina, and later moved back to his hometown to join Atlanta Financial Associates, an independent advisory firm. A passion for the fee-only model of client service led him to join HB Wealth.
Mitchell is a CERTIFIED FINANCIAL PLANNER® practitioner. He received a B.B.A. in Finance from the University of Georgia’s Terry College of Business.
In his free time, Mitchell enjoys spending time at the lake with family and friends, playing golf, and watching the Bulldogs play football. He resides in Virginia Highland, Georgia.