Managing Partner
Mitchell is a dedicated and compassionate leader at Security Financial Management, where he serves as Managing Partner. He is committed to providing exceptional service and fostering his clients’ financial stability and success. Mitch led the legacy team of Retirement Wealth Solutions for 26 years before making a strategic decision to merge with Security Financial Management. He is proud to leverage a deeper pool of resources and expertise to continue to provide clients with unparalleled service.
Mitchell studies industry trends, forecasts, and meets with leading industry financial managers to discuss the market’s current course and various projected movements. He uses this information to create robust portfolios and guide clients towards meeting their financial needs and reaching their goals with the least risk possible. Mitchell is passionate about helping clients responsibly manage their hard-earned money.
One of Mitchell’s greatest claims to fame is having been quoted in Investment News Magazine and featured in NFP Advisor Focus Magazine. He has also spoken at national conventions for SEI Investments, Academy of Preferred Financial Advisors, and NFP (Kestra).
Since earning a BA in Psychology from Flagler College, Mitchell has served as a member of the Board of Trustees for 13 years and chaired several different committees.
