4757 Millwood Drive
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.
Director of Wealth Management
Richard is a Financial Advisor and CPA and founder of Mitchen Wealth Management. He specializes in helping individuals accumulate and preserve wealth....
Wealth Management Advisor
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...
Wealth Management Associate
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...
Operations & Client Service Manager
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...
Wealth Management Assistant
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...