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At Mitchell & Associates, I strive to construct a unique portfolio for each individual investor. I understand that appropriately allocating a portion of assets to different asset classes drives the outcome of each portfolio. Therefore, I work with each individual investor to build the type of portfolio most efficient for your needs. It all starts with a discovery process to determine what it is you need your financial assets to do for you. I will then recommend a portfolio then implement the portfolio. The final and most important step is to constantly monitor the portfolio watching for opportunities the financial markets present. Asset allocation does not ensure a profit or protect against a loss.


Personal Profile


My wife, Laura, and I have made the South Lake Travis community our home since 2003. Being a part of our community is extremely important to us. We have both served on numerous non-profit boards including Lake Travis Education Foundation, Highland Lakes Group and we have both served as President of the BeeCave and Lakeway/Lake Travis Rotary Clubs. Laura has been the President of the Lake Travis Chamber of Commerce since 2005 helping meet business needs in the South Lake Travis Community.

We enjoy boating, camping, snow skiing, barbeque cook outs and spending time with our friends and family, Bud the Beagle and Henley the Border Collie Mix.

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