Mitch Carlson | Associate Wealth Manager
Mitch Carlson’s work, his passion, is assisting in comprehensive wealth management for individuals and their families. As the relationship manager for their financial lives, he works directly with clients to help pursue a plan that is tailored to their needs – their ambitions, their risk tolerance, their time frame for investing. He ensures that all aspects of the client’s strategy come together cohesively. And as happens in life, sees to it that changes are accounted for.
As a member of Personal Financial Group, Mitch has direct access to qualified specialists in areas critical to financial planning. This level of support, allows Mitch to spend more time learning about his clients, their families and their goals.
More than a title or an occupation, Mitch is a wealth manager whose dedication is to service and putting clients first. Integrity, earning ones trust, and establishing genuine relationships are staples in his business philosophies.
Mitch was raised in an entrepreneurial family in Chanute, Kansas. His parents own a construction company and his Grandparents owned and operated their farm. His respect for an honest day’s work and strong moral values are attributed to growing up in these self-employed households. Mitch attended Pittsburg State University – the famed Gorillas – and graduated with a BS in Engineering Technology and a minor in Business Administration. Mitch was also a member of the Gorillas basketball team.
Mitch and his wife Jessica are residents of the Countryside neighborhood in Mission, Kansas. As energetic individuals they support Children’s Mercy, Leukemia & Lymphoma Society, and the March of Dimes by participating in activities such as: Kansas City Marathon, Light the Night, Bikers-for-Babies, Hospital Volunteer, and a variety of other contributions. Mitch and Jessica look forward to starting a family, but for now, their two cats and dog receive all their love and affection. Their wide range of hobbies include soccer, basketball, baseball, football, snow skiing, live music, motorcycles, gardening, woodworking and outdoor recreation.
FINANCIAL PRACTICE FOCUS
- Comprehensive Financial Planning
- Pre-Retirement Planning
- Retirement Income Strategies
EDUCATION / CERTIFICATION
- BS, Engineering Technology, Pittsburg State University
- Minor, Business Administration, Pittsburg State University
- Series 7 and Series 66, Securities Registrations held through LPL Financial
- Life, Accident and Health Insurance Licenses, Kansas and Missouri