Mitchell is an Investment Planning Analyst at Mason & Associates and will soon be receiving his Certified Financial Planner™ designation. He collaborates with the firm’s investment committee to design, implement, and monitor investment strategies with an emphasis on risk management and long-term client objectives.

Before joining Mason & Associates, Mitchell was an Account Executive at Petersen International Underwriters, where he developed group insurance plans for large corporations. He holds his Series 65 license and is California Insurance licensed (4116052), allowing him to provide life, health, and long-term care insurance solutions.

Mitchell earned his B.S. in Kinesiology from Westmont College, where he was also a member of the baseball team. He is an avid sports fan and a lifelong Green Bay Packers fan. In his free time, he enjoys spending time with his wife and three sons as well as playing golf.