Background
Mitch was born and raised about 10 miles south of Canby in the Molalla area. He earned a Bachelor of Science in Agricultural Business Management from Oregon State University and began his career as a financial analyst in commercial agricultural lending. Mitch transitioned to wealth management in 2005 and joined Cornerstone Wealth Management as a Partner and Financial Advisor in 2010, bringing over 25 years of financial industry experience.
Role at Cornerstone
Mitch works with clients to create comprehensive financial strategies that support retirement planning, investment management, business retirement plans, and life insurance. He specializes in helping business owners, farmers, and clients in real estate and small business evaluate their financial resources and seek to plan confidently for the future. Mitch draws on his agricultural business background to offer unique insights, while his goal is always to understand each client’s story and help them pursue their long-term objectives.
Community & Personal
Deeply connected to his community, Mitch serves as an Elder at Foothills Community Church and sits on the board of Direct Link. He is actively involved in the Canby Rotary Club, leads as President of the Whiskey Hill Kids Soccer Club, and contributes to local scholarship efforts. Mitch also coaches youth soccer and baseball, reflecting his commitment to mentorship and community engagement.
Outside the office, he enjoys hunting, fishing, camping, and spending time with his wife, Sara, and their four children. Together, they raise livestock and farm, embracing a hands-on, family-centered lifestyle.
Credentials
- Series 7, 24, 63, 66 registrations with LPL Financial
- Professional Plan Consultant (PPC®)
- Bachelor of Science in Agricultural Business Management from Oregon State University