After more than a decade in the financial services industry, Mitch founded Rock Island Wealth Management to develop stronger ties with his clients. Mitch holds degrees in Speech and Marketing. He also earned the professional designations of Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC), Life Underwriters Training Council Fellow (LUTCF), Certified Fund Specialist (CFS) and Certified Financial Planner (CFP).
Mitch has a special affinity for financial planning in the areas of Asset Management, Buy-Sell funding strategies, Qualified and Non-Qualified Retirement plans, retention strategies for key employees, and working with clients who are just starting out in business.
“I try to view my clients the same way I would my own family in order to understand their current financial situation and help design a plan to work toward their needs and goals. The idea is to build long-term successful relationships with my clients.”
What Makes Us Different? Learn about the Six Key Areas in the Rock Island Financial Planning Experience.Watch Video
Outside of the Office
An avid outdoorsman, Mitch published his own wild game cookbook, “Mitch’s Hot-n-Sassy Outdoor Cooking,” filled with his favorite recipes and Ole and Lena jokes. He and his wife Stacy live with their two children in Rogers.
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