Mitch joined the Denver Tech Center office of Summit Wealth Group in September 2023. After 5+ years working as a Paraplanner and Financial Advisor with a fellow Commonwealth Financial Network® advisory group in Indiana, he joined with a broad basis of experiences to pull from which helps streamline the process of assisting clients in identifying and achieving their financial goals.
Mitch graduated from Indiana University in 2017 with a B.A. in Economics. He holds Series 7 and 66 FINRA licenses and is an Investment Advisor Representative with Commonwealth Financial Network® (a registered broker/dealer, member FINRA/ SIPC).
After living in Indiana for almost 30 years, he excitedly welcomes Denver's new experiences. When out of the office, you'll find him exploring the new city, hiking trails with his dog Murphy, practicing his golf game, trying various cooking recipes, and volunteering to serve his community.