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.
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.