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The Facts About Income Tax

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A Fundamental Approach

A Fundamental Approach

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Who We Are

Scott Powers


Scott Powers has a commitment to helping people with their personal finances. He graduated from Stanford University in 1989 and completed his graduate work at Boston University in 1992. Mr. Powers professional designations include...
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Delia Moran

Compliance & Operations

Delia joined the team in 2008. She graduated from Stanford University with a B.A. in Economics. Delia's professional designations include FINRA Series 7 and 24. She started working in financial services in 1998 and has experience with...
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Anne Cross

Financial Advisor

Anne joined with firm in 2011 after graduating from the University of Southern California. She is frequently the first voice you hear when you call J. Mitchell & Associates, and plays an instrumental role in working with our clients....
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Chester Owens

Financial Advisor

William joined the team in 2004 after spending several years with other leading financial institutions. He oversees the firm's investment portfolios and works closely with various research institutions. Chester is a frequent guest on...
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