With more than 20 years in the financial services industry, Wilson Mitchell believes that knowledge is power—and that belief drives the way he works with clients every day. He has a deep passion for education, both learning and teaching, and he brings that mindset to his financial planning approach. While Wilson’s favorite way to learn something new is by watching videos, he doesn’t just absorb information; he shares it. He became a planner to help people feel informed, confident, and empowered to make smart decisions about their financial lives.
That commitment to education extends to his home life as well. Wilson is dedicated to teaching his children about personal finance, responsibility, and self‑sufficiency—skills he believes form the foundation for a strong and resilient future.Outside of work, Wilson enjoys spending time with his wife and three children. One of his favorite hobbies: playing pinball and classic arcade games, a fun and nostalgic counterbalance to the structured and thoughtful nature of his professional work.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.