Mitchell joined Homrich Berg in 2022. He assists HB’s Principals in their research, presentation, and implementation of planning strategies for clients. Mitchell began his career in financial services at Truist Wealth in Charlotte, NC, and later moved back to his hometown to join Atlanta Financial Associates, an independent RIA. A passion for the fee-only model of client service led him to join HB.
Mitchell has over six years of experience providing guidance in investment allocation and strategy, tax planning, life and health insurance, retirement income planning, and estate planning. He firmly believes in prudent financial decision-making, as it enables individuals and families to enjoy the resulting freedom in other areas of their lives.
Mitchell is a CERTIFIED FINANCIAL PLANNER™ practitioner. He received a B.B.A. in Finance from the University of Georgia Terry College of Business.
In his free time, Mitchell enjoys playing golf, listening to music decades older than himself, spending time at the lake, and watching the Georgia Bulldogs play football. He resides in Dunwoody, Georgia.