Team
Our team of professionals explain the "whys" behind the planning process, and helps people gain the clarity and confidence to pursue their long-term goals. "It's important for us to learn about a person's values, goals, dreams, and ambitions before we suggest any approach," said James Mitchell. "We can help identify potential roadblocks and uncover hidden opportunities."
John Smith
President
(555) 444-5566
John started the company in 2001 with 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...
Janice Rogers
Vice President
(555) 444-5488
Janice joined the company in 2008. She graduated from Stanford University with a B.A. in Economics. Janice's professional designations include FINRA Series 7 and 24...
Financial Advisor
Financial Advisor
Anna 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...
Candice Devereaux
Director of New Business
(555) 444-5678
Robert Middleton
Intern
(555) 444-5678