Mitchell is both personal and professional in his role as a Financial Advisor at S. Harris Financial. He has a driven and detailed nature about his work that allows him to develop comprehensive financial plans for families, business owners, professionals and executives alike. His compliance background and practical experiences aid him to advise clients in addressing their most simple and complex financial challenges.
As a Financial Advisor for the S. Harris Financial Group, Mitchell executes critical functions in preparing and delivering financial plans and investment reviews, as well as performing management duties for the company’s wealth management system. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He also holds Series 66 Securities License, and Insurance License.
Mitchell graduated from Texas A&M University with a degree in Financial Planning. During his undergraduate career, Mitchell received accolades, including the Outstanding Senior Award and the Founder’s Financial Planning Scholarship, and served as the President of the Financial Planning Association. In addition, Mitchell worked full-time in a bank compliance office while attending school, which prepared him for the compliance focus and attention to detail required at S. Harris Financial Group.
At his core, Mitchell desires to help people. The opportunity of helping people define financial freedom is something that drives him. In an indirect way, he knows his work contributes to healthy families, financial understanding, and setting up individuals and families for success. Seeing his clients work towards meeting their goals excites him and that is something that drives him daily.
Mitchell uses his talents and expertise outside the office serving various organizations. He is currently serving as a member of the Financial Planning Alumni Advisory Committee for the Texas A&M University Financial Planning Department and as a Board Member at the San Antonio A&M Club and Aggie Park.
Mitchell and his wife, Brooke, have called San Antonio home since 2017, after living in both the Texas Panhandle and the suburbs of Houston in their earlier years. Brooke, a Texas A&M graduate with a degree in Marketing, launched her own social media marketing agency, Suede Creative. In 2023, they welcomed their son, Clay, into the world, adding even more joy to their lives. They expanded their family even further by adopting two dogs, “Jim” and “Pam,” from the San Antonio Humane Society.
In his spare time, Mitchell enjoys spending time outdoors with his family, whether it’s playing flag football, hunting, or fishing. He also has a love for coffee, and you can often find him with a cup in hand.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.