Mitchell Crocker

Investment Planning Analyst

Mitchell is an Investment Planning Analyst at Mason & Associates.  Mitchell works closely with the firm’s investment committee in overseeing the development, implementation, and risk management of Mason & Associates’ investment strategies. Mitchell believes that wealth means the ability to live comfortably, where there is less concern about the cost of an experience and more focus on the enjoyment of that experience. Wealth provides people with an experience they can hold onto.

Prior to joining Mason & Associates, Mitchell was an account executive at Petersen International Underwriters, where he worked on the sales team quoting and developing group insurance plans for large companies. Mitchell has his Series 65 license and will be taking his Certified Financial Planning certification. He is California Insurance licensed (4116052) and can offer life, health, and long-term care insurance policies.

Mitchell graduated from Westmont College with a B.S. in Kinesiology as he finished his college baseball career by winning 3 games within the span of 24 hours, leading his team to the postseason for the first time in more than 20 years. He is an avid sports fan and lifelong Green Bay Packers fan and is a shareholder of the team. In his free time, he enjoys spending time with his wife and three sons as well as playing golf.