About
Mitchell divides his time among a variety of different aspects in the workplace, primarily supporting operations and the overall client process. He is passionate about the industry and enjoys assisting advisors in any of their needs, while learning from their vast knowledge and experience. Mitchell is also in the process of acquiring an MBA with a focus in accounting. Outside of work, Mitchell enjoys going to sports events, traveling, and golfing.
Education
John Carroll University
Masters of Business Administration, Accounting (2024)
Valparaiso University
Bachelor of Science in Business Administration, Finance (2023)

Dave Lightner
Founder, FSM Wealth

T.J. Gliha
President & CEO

Lauren MacLaren
Senior Vice President, Family Wealth

Pete Franz
Chief Investment Officer

Anthony Gargano
Senior Vice President, Operations

David Olson
Senior Vice President, Wealth Management

Adam Bruderly
Senior Vice President, Head of Learning & Development

Michael Baker
Vice President, Wealth Management

Dan Romic
Director, Wealth Management

Bryan Costin
Vice President, Wealth Management

Amy White
Vice President, Client Service

Jim Myers
Director, Wealth Management

Jack LaLiberte
Director, Investments

Amber Moran
Manager, Client Accounting

Nick Paterniti
Manager, Wealth Management

Jill Warfel
Manager, Client Service

Karen Ksiezyk
Senior Associate, Client Accounting

Barb Spehar
Senior Associate, Client Service

Charlie Hruby
Associate, Wealth Management

Jacqueline Hollan
Associate, Client Service