As a wealth advisor, Mitch listens to gain a deep understanding of each client’s values and goals. He then seeks to organize, simplify and guide them to financial independence. An Athens native, Mitch attended the University of Georgia where he earned a degree in risk management and insurance. He has over 20 years experience in the financial services industry, with much of that time focused on alternative investments. Mitch is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Investment Management Analyst (CIMA®) and has successfully passed the following industry examinations: Series 6, Series 7, Series 63 and Series 65. He is also licensed in life, health, disability and long-term care in