Tim Mitchell, GBDS, AIF®
Director, Insurance Planning
Tim tailors solutions to balance your wealth and income risk tolerance threshold. Diving deep into your financial goals and risk concerns, he maps desired personal outcomes to deliver a scalable platform for long-term success. Tim’s process involves heightened attention to your stage of life and the timely adoption of each approach.
He is committed to preserving regional waterways and volunteers in various environmental and wildlife initiatives. Tim believes that timely planning, throughout life, must be done to align goals with needs.
Tim holds multiple insurance licenses and is an accredited investment fiduciary.
Tim attended West Virginia State University and has served in sales, advisory, management, and leadership roles in financial services, insurance, and Fortune 500 corporations.
