As an Associate Wealth Advisor at Mitlin Financial, I build relationships, lead client meetings and work toward ensuring that the families we serve have a safe space to discuss finances, which is taboo for many. I strive to provide them with the highest level of service and give them the advice and ...
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As an Associate Wealth Advisor at Mitlin Financial, I build relationships, lead client meetings and work toward ensuring that the families we serve have a safe space to discuss finances, which is taboo for many. I strive to provide them with the highest level of service and give them the advice and guidance needed to find their freedom.
I started my journey in financial services at West Virginia University, where I received a Bachelor of Science degree in Finance and became the first one in my family to earn a college degree. West Virginia is also where I found my passion for working with Athletes. I played football for the Mountaineers during my freshman year, and it helped me understand the dedication, commitment, and resiliency it takes to play at a high level. It also opened my eyes to the fact that many athletes will not go pro in their sport but we still bring the same winning mindset that made us great athletes to the workforce.
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