Jacob R. Mitchell
Financial Advisor|CFP®, RICP®, ChFC®, CLU®
Get to know our team
Our team is focused on adding consistent and sustainable value to our clients’ financial lives through communication, consistency, and transparency. We strive to help you clearly understand your planning while efficiently processing changes and updates to align with changes in your financial fact pattern and planning goals.
Jacob R. Mitchell
CFP®, RICP®, ChFC®, CLU®
Financial Advisor
Jake started his career with Northwestern Mutual in 2016. He enjoys fun, collaborative, and energizing conversations with new and current clients, and is focused on creating strategic planning value in discussions with families and businesses.
Beth C VanDyke
Associate Financial Representative
Beth has been on our team and helping clients since March of 2020! She is an administrative wizard and keeps things moving along smoothly for our existing clients while welcoming and onboarding new families and individuals to our ever-growing clientele.