Mitchell (Mitch) is responsible for client service and new client development within Beacon Pointe’s Private Client Services Group. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. Prior to joining Beacon Pointe, Mitch worked for Merrill Lynch guiding high net worth families and institutional clients across different planning strategies. Mitch is a recommended financial planner of the Orange County Medical Association helping doctors and medical organizations with their investment management decisions. Before his financial career, Mitch played NCAA ice hockey for Bethel University in Minnesota with a short stint of playing semi-professionally. He had been elected as the captain at various levels and was the “enforcer” for his teams. Mitch serves on various non-profit boards and is an active member of Mariners Church in Irvine, CA. Mitch is currently married, and in his spare time, he enjoys golf, surfing and mountain activities.