For over twenty- five years, Joan Mitchell has successfully served clients in the financial services industry. Joan helps ensure the operational efficiency of the firm while working with David to help clients achieve their financial goals. Since joining the firm, her attention to detail and work ethic have been instrumental in delivering an unparalleled service experience.
In addition to her FINRA Series 6 Securities license, Joan is a Registered Paraplanner and holds her Life, Health and Annuities licenses. She graduated from Davis College in Toledo, OH where she finished among the top in her class. Outside of the office, she loves spending time with her husband, four children and ten grandchildren.