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."
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 Latter-day Saint, your ward shows up in those first weeks. Meals arrive, the Relief Society checks in, and there are hands for everything that can be carried. But the financial questions are the private ones. They stay after the meals slow down, and they rarely come up in a hallway conversation at church.
If you are a widow carrying those questions, and you're ready for an advisor who won't rush you, won't minimize what you're carrying, and understands the covenants, the callings, and the family you're holding together, then I'm the partner you've been looking for.
Reach out to MitchI 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.
I also served as a bishop in The Church of Jesus Christ of Latter-day Saints. Some of the most sacred hours of that calling were spent sitting face to face with widows in my ward, in the first raw weeks and in the long months after. I learned there that "pure religion" looks like James 1:27 describes it: to visit the widows in their affliction, and to keep showing up after everyone else has gone home.
What carries me in this work is my grandmother, those sisters, 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.
A 72 page financial workbook for widows, built around now, soon, and later. Plain answers about estates, taxes, and accounts, and one place to keep it all together. It isn't free anywhere but here.
Send me a free copyNo cost. Tell us where to send it and it's on the way.
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 courseFREE 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
A 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. My years as a bishop taught me that ministering to widows is not a program. It is a person who stays.
Do you only work with members of the Church?
No. I work with widows of every background. I share this page because so much of my own life and service has been inside the Church, and many Latter-day Saint widows want a guide who understands that world without needing it explained.
Do you work with widows outside of Utah?
Yes. I'm based in Sandy, Utah, and meet with widows across the country by video.
What does a first conversation look like?
A real conversation at your pace, with no agenda and no pressure. We look at where you are, sort what needs attention now from what can safely wait, and you decide what happens next.
Is Legacy After Loss affiliated with the Church?
No. Legacy After Loss Financial is not affiliated with or endorsed by The Church of Jesus Christ of Latter-day Saints.
A real conversation to help you find your footing, at your pace, on your own timeline.
Talk with MitchA private community for widows
A quiet place to be understood, get clear answers, and take the next step at the pace that fits you.
After losing a spouse, the financial side of life doesn't pause. It speeds up. Statements arrive. Accounts need attention. Decisions stack on top of grief, and the people around you don't always know what to ask.
Inside The Legacy Circle, you're alongside other widows who understand what this season feels like, with the steady guidance of Mitch Simkins, a wealth advisor who has spent nearly 20 years working with widows through the most complex financial transitions of their lives.
If you're a widow ready to stop carrying it alone, you're welcome here.
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