Mitch has been a Financial Advisor since 1983. He obtained his CERTIFIED FINANCIAL PLANNER^TM (CFP®) designation in 1987 and earned the Certified Investment Management Analyst (CIMA®) designation through The Wharton School of Business in 2005. In 2007, Mitch obtained the Chartered Retirement Plans Specialist (CRPS) designation which provides the expertise needed to implement, evaluate, and monitor corporate retirement plans. In 2010, Mitch completed coursework to receive his Portfolio Manager title through UBS’s Portfolio Management Program.

Mitch works with individual and institutional accounts by providing consulting and investment advice.  His commitment to this ever-changing industry leads him to complete advanced coursework each year above what is required to maintain their designations. He especially enjoys the opportunity to work with private clietns and their families over many years.

Mitch grew up in Perry, Florida, and attended the University of Florida, graduating with a B.S. in Chemistry. He enjoys working out and attending Gator games and is active with many charitable causes in our community. He has been married to his high school sweetheart, Rhonda, for 41 years. They have been blessed with three children, now married, and seven grandchildren.

• Portfolio Manager, Portfolio Management Program, 2010
• Chartered Retirement Plans SpecialistSM (CRPS®) designation, 2007
• Certified Investment Management AnalystSM (CIMA®) designation, Wharton School of Business, 2005
• CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, 1987
• B.S. in Chemistry, University of Florida, 1977

• FINRA Series 7: General Securities Representative
• FINRA Series 63: Uniform Securities State Agent
• FINRA Series 65: Investment Advisor Representative
• FINRA Series 9 and 10: General Securities Sales Supervisor
• Life Insurance and Variable Annuity Licensed

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