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.
Richard Mitchen
Personal Financial Specialist
Richard is a Financial Advisor and office manager. He also conducts independent insurance business through his affiliation with major national insurance companies. He specializes in helping individuals accumulate and preserve wealth....
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Eric Mitchen
Wealth Management Advisor
Eric is a wealth management advisor. 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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Tom Breaux
Wealth Management Advisor
Tom grew up in a small town in Central Lafourche Parish. He attended LSU and Nicholls State University completing his Bachelor of Science in Business Administration. He began his financial services career in 1987 with Dean Witter in...
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Travis Mitchen
Client Services Manager
Prior to joining Mitchen Wealth Management, Travis worked for eight years as a Transaction Tax Manager for a consulting firm in downtown Baton Rouge. As a tax consultant, Travis serviced and advised Fortune 1000 companies regarding the...
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