Financial Advisor
Mitchel joined Rocket Retirement as a Financial Advisor in 2025 after more than 15 years of experience in client-facing roles across the financial services industries. He works directly with individuals and families to provide thoughtful, personalized wealth management and retirement planning strategies. Mitchel is passionate about helping clients feel confident and informed in their financial lives.
Experience
Before becoming a full-time Financial Advisor, Mitchel spent over a decade interning with Rocket Retirement in various capacities. He also held several customer-focused roles throughout his career, where he developed a deep understanding of how to communicate complex financial topics in a relatable and practical way. His long-standing connection to the firm and broad professional background have shaped his client-first approach to financial advising.
Education
Mitchel earned his Master of Business Administration from Northeastern University. He holds the Securities Industries Essentials, Series 7, and 66 licenses.
Hobbies
Outside of work, Mitchel enjoys watching movies, reading about behavioral finance and fantasy novels, playing piano, and exploring new restaurants and local events with friends. He’s also an avid fan of strategy games, as well as snowboarding in northern New England.