Mitch believes that true financial planning is about more than just numbers, it’s about securing the future for the people you love. As a CFP® at Stonebridge Financial Group, he leverages over ten years of expertise in tax, investment, and estate planning to help clients build lasting legacies.
Mitch’s career came full circle when he returned to his hometown of Santa Rosa after several years of advising in San Francisco. Today, he and his wife, Taylor, are busy raising two young children: their daughter, Lennon, and son, Liam.
Life at home is beautifully chaotic with two toddlers and two dogs, but Mitch still finds time to enjoy a round of golf, a great glass of wine and a good workout. His firsthand experience navigating life’s milestones makes him a passionate advocate for the families he serves.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
