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Mitchell Phillips,

Associate Financial Planner

Mitch began his career in the financial services industry in 2018. He firmly believes he can have a lasting impact on the lives of families by providing guidance and insight to their financial decision making. Mitch has dedicated his career to being a part of this process for his clients and providing value in each interaction. Mitch earned his Bachelor’s degree in Finance from the Terry College of Business at the University of Georgia, is a CERTIFIED FINANCIAL PLANNER™ professional. In his free time, Mitch is an avid golfer and practices martial arts. He enjoys music made in decades before he was born and attempts to play along on the guitar. He currently resides in Buckhead, Georgia.

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