Hey there! I'm Mitch, and let me tell you, I've been through the ups and downs in life, just like everyone else. After getting my MBA from the University of Memphis, I started my first business at 25. It was a great learning experience, and I even managed to sell it before the whole financial crisis hit in 2007 – good timing, right?
In 2010, I found a new path in this business, starting with Waddell & Reed Financial Services. Life threw another curveball a couple of years later with a tough divorce in 2012. Let me tell you, those times test your strength, but with Christ's help, you learn to persevere.
After seven years with a regional firm, I decided it was time to do things a little differently. That's how Everett Wealth Management was born! Our goal is to give our clients more choices and a truly friendly experience—to treat people like family, not just numbers.
Speaking of family, I'm happily married to Beverly, and we have two amazing kids, Jack and Hannah. They keep me on my toes! When I'm not helping clients achieve their financial goals, you might find me making disciples, on the golf course, giving back to the community, or taking a mission trip with my church family (Fellowship Bible Church 2022!). Oh, and I can't forget cheering on my favorite sports teams—gotta have some fun, right?
Here's the thing: with all the uncertainty and changes in today's world, having a solid financial plan is more important than ever. We want to be your partner in navigating those challenges, someone you can trust to explain things clearly and offer options so you can make informed decisions. Because hey, your hard-earned money deserves to work for you!
So, if you're looking for someone who understands life's journey, puts your needs first, and wants to help you build a brighter financial future, let's chat!