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Jim Mitchell
Relationship Manager
Jim finds great fulfillment in assisting business owners in crafting succession plans and guiding families in building multi-generational wealth. He aptly describes this process as “constructing a roadmap for your financial future.”
An Eagle Scout and former president of an NASD broker-dealer firm, Jim holds the esteemed designations of Chartered Financial Consultant and Chartered Life Underwriter. Beyond his professional pursuits, he enjoys indulging in activities such as golfing, skiing, hiking, and splitting wood. Above all, Jim treasures spending quality time with his wife Nancy, their six children, and nine grandchildren.