Work History
Edward Jones
Edward JonesSeptember 2021 to CurrentNW Mutual Wealth Mgmt Co
NW Mutual Wealth Mgmt CoMay 2021 to September 2021
About Mitch
Growing up in a law enforcement family in Redding, CA, I was taught from a young age that there were three things you can control: your word, your work ethic and having a positive outlook.
These are the fundamental principles I've built my practice on.
After six years as a financial advisor for Charles Schwab, I joined Edward Jones in 2021 to focus on the most important thing – the success of the long-term client.
Through our established process, leveraging my knowledge as a CERTIFIED FINANCIAL PLANNER™ practitioner, you can expect a comprehensive financial strategy tailored to your unique goals and situation....
These are the fundamental principles I've built my practice on.
After six years as a financial advisor for Charles Schwab, I joined Edward Jones in 2021 to focus on the most important thing – the success of the long-term client.
Through our established process, leveraging my knowledge as a CERTIFIED FINANCIAL PLANNER™ practitioner, you can expect a comprehensive financial strategy tailored to your unique goals and situation....
Focus Areas
- Entrepreneurs & Business Owners
- Public Service Professionals
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
Work History
Edward Jones
Edward JonesSeptember 2021 to CurrentNW Mutual Wealth Mgmt Co
NW Mutual Wealth Mgmt CoMay 2021 to September 2021
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Education
California State Univ,Chico
California State Univ,ChicoBachelor of Science
Education
California State Univ,Chico
California State Univ,ChicoBachelor of Science
Personal Interests
- Spending Time with Family
- Home Improvement
- Traveling
- Golfing
- Outdoor Enthusiast
Team Members
Elizabeth GainesSr. Branch Office Administrator
Nancy KoskiSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 03:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 03:00PM |
| Fri | 08:00AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
RosevilleFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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