Broker Check

Team

How We Work

How We Work

We want to provide holistic financial guidance to make sure our clients are well equipped to pursue their life goals. We do that by maintaining a client first mentality and making sure to take all financial data into consideration. We believe tax data plays an integral role in a comprehensive understanding of our clients' financial picture.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Richard Mitchen, CPA, PFS

Director of Wealth Management

(225) 755-5770

Richard@mitchenwealth.com

Richard is a Financial Advisor and CPA and founder of Mitchen Wealth Management. He specializes in helping individuals accumulate and preserve wealth....

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Eric Mitchen, CFP®

Wealth Management Advisor

(225) 755-5770

Eric@mitchenwealth.com

Eric is a CFP® Practitioner. With 18 years of experience in accounting and finance, Eric specializes in retirement planning, tax planning and preparation, investment planning, chart of accounts design, process development and...

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Jeffrey Metzger

Wealth Management Associate

jeff@mitchenwealth.com

Jeff is a Wealth Management Associate and is Series 7 and Series 66 registered. He is a native of Baton Rouge and graduated summa cum laude from...

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Patricia Mitchen, M.S.

Operations & Client Service Manager

patricia@mitchenwealth.com

Patricia is the Operations and Client Services Manager and focuses on managing the office in the areas of operations, client services, compliance, human resources and marketing.Patricia graduated from Vanderbilt University with a...

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Samantha Sanders, MBA

Wealth Management Assistant

samantha@mitchenwealth.com

Samantha is a Wealth Management Assistant and is health and life insurance licensed. As a wealth management assistant, she focuses on assisting our CPA and Financial Planners on work related to accounting, tax, life insurance, and...

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