Designations and Licenses

Mitch is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Public Accountant and a Personal Financial Specialist.

Experience and Education

Mitch works with clients to provide personalized wealth management solutions to help them reach their goals. He assists clients with financial planning, tax preparation, investing, reporting and various projects.

Prior to joining Mariner, Mitch was a financial advisor with SYM Financial Advisors. He developed and delivered comprehensive meeting materials covering all facets of financial planning, including financial plans, tax planning, retirement planning, insurance planning, estate planning, education savings and investment strategies. Before that, he was a senior accountant at Yeo & Yeo.

Mitch holds a bachelor of business administration degree with a focus in accounting from Saginaw Valley State University. He also has a Master of Science in personal financial planning from the College for Financial Planning.

Personal Interests

Away from the office, Mitch enjoys travel, reading, working out, golf and Detroit sports.