Shaping wealth and family for decades to come
"You're navigating something no one prepares you for. I'm here to help you find your footing."
FREE 60-minute course
A 5-part guided course taken at your pace, taught by Mitch.
Designed to help you confidently plan your next chapter.
Access the FREE course
No widow should have to navigate grief while drowning in paperwork, bank accounts, and overwhelming financial decisions. My mission is to shoulder that burden, bring clarity to the confusion, and give you the confidence to move forward with peace and certainty.
There is a moment after loss when the financial world doesn't pause. It actually accelerates. Statements pile up. Accounts need attention. Decisions ask to be made before you've had a second to breathe.
If you are a widow managing wealth during a complex financial transition, and you're ready for an advisor who won't rush you, won't minimize what you're carrying, and won't treat grief as something to be "managed," then I'm the partner you've been looking for.
Reach out to Mitch
I work with widows at the exact intersection where grief and financial complexity meet, helping hold finances steady while you get your footing, where the stakes are too high for a generic approach.
I've been a wealth manager for 20 years, but that's not what has shaped me. It's a 6 year old boy, my dad, who was in his father's arms when he died, and that boy watching my grandmother figure it out alone with seven young children.
What carries me in this work is my grandmother, and the many other capable, determined, gritty widows I've worked with. I'm committed to showing up when there's something this significant.
Find a time to talkShort stories from real clients. Swipe to hear from each of them.
A simple path through what feels impossible. We move at your pace.
Taking care of today's urgent needs (bills, benefits, cash flow), giving you room to breathe.
Next we'll use "now, soon, and later" to put it into one clear place.
When you're ready, we'll create a roadmap for your future helping with investments, taxes, and estate plans.
Two resources I built so you can begin without picking up the phone.
A guided financial checklist to help you get all your affairs in order.
Access the FREE list
A guided financial checklist to help you get your affairs in order.
Access the FREE courseA growing community for women navigating finances and life after loss. Join when you're ready.
Visit the communityFinancial decisions made during grief don't just affect a balance sheet. They shape what security feels like for generations to come, and how a family talks about money, trusts each other around money, and remembers the person who held it.
I hold faith, family, and service as guiding principles.
A real conversation to help you find your footing, at your pace, on your own timeline.
Talk with Mitch
