As the Wealth Planning Associate for Principal, Brian Redders, and Wealth Consultant, Ethan Silverman, Mitchel assists Wealth Planning Director, Dan Bohn, with managing the client's overall experience. In addition, Mitchel works closely with Brian and Ethan as it relates to the client's estate planning and risk management needs. Mitchel also assists the POD with client account maintenance and various back-office tasks.
Prior to joining the Genex Consulting team on a full-time basis, Mitchel interned with the firm for two summers while attending college. He had the opportunity to learn about Genex Consulting's approach to Wealth Management and overall financial planning, and to be part of the Genex family. His time with Genex Consulting solidified his interest in planning and hopes to one day become a Genex Wealth Consultant, as well as, earn his Certified Financial Planner (CFP®) designation.
Mitchel was born and raised in St. Louis, Missouri and he recently graduated from Missouri State University with a B.S in Financial Planning. When not working, Mitchel enjoys cooking, fishing, the outdoors, and spending time with family and friends.
Bachelor of Science, Financial Planning - Missouri State University