Mark R. Mitchell, CRC®, CFP®, Regional Director, Partner

Mark Mitchell served the City of Livonia, MI, as a police officer for 15 years before he began his financial services career in 1986. He is a Certified Financial Planner (CFP) certificant and holds the Certified Retirement Counselor (CRC) designation from the International Foundation for Retirement Education (InFRE).

Mark specializes in providing investment advice and retirement planning for many individuals, especially those in the public sector. He has worked with K-12 public schools, colleges and universities, and many governmental employers, providing plan design, onsite enrollment services, and education for 403(b), 457(b), 401(a), and HRA plans. Mark’s vast experience with the makeup and administration of public sector retirement plans – and their changes through the years – serves him well in assisting public sector employees in planning for and enjoying their retirement.

He holds Series 7, 24, and 63 FINRA registrations and is life-, health-, and variable contract-licensed with the Michigan Department of Commerce, Insurance Bureau.

Check the background of this investment professional on FINRA’s BrokerCheck.