Mitch combines strong interpersonal skills with a solid Wealth Services background. His primary areas of knowledge include investment strategies, personal insurance planning, and business solutions that incorporate employee benefits. He often acts as a mentor to new Alera Group associates. Mitch’s long-term client relationships include executives, professionals, and business owners. He has an innate ability to communicate straightforward solutions to complex problems in an easily understood fashion. His ability to maintain warm client relationships while recommending client-centered solutions for business and personal finances has repeatedly positioned him as a valuable long-term resource to his clients.

Mitch and his wife live in Vernon Hills, Illinois with their three children. He enjoys playing sports, working out, and spending time with family and friends. Mitch is active in a number of charities and organizations.

Education: B.A., Liberal Arts and Sciences, Northern Illinois University.

Investment Advisory Services offered through Alera Investment Advisors, LLC. Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Triad Advisors LLC is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad Advisors.

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