Mitch focuses on retirement planning, investment management, and tax efficiency, with particular depth in areas like 1031 tax-free exchanges, Qualified Opportunity Zones, oil and gas programs, and advanced retirement plans for business owners. With over 24 years of experience in the financial services industry, much of it centered on alternative investments, Mitch brings a broad toolkit to help clients pursue their goals.
An Athens native and third-generation Georgia Bulldog, Mitch attended the University of Georgia, where he earned a degree in risk management and insurance. He is also a huge fan of college football.
When Mitch isn’t working, he enjoys reading, hiking, and helping coach whichever sport is in season for his kids.
Mitch lives in Milton, Georgia, with his wife, Chris, and their three children.