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Management Team

Michael Mitchell - President & CEO

A graduate of Purdue University, Michael has over 30 years of investment advisory experience assisting individual, institutional and international clients. During his career he has served on several financial industry and regulatory advisory boards.

Michael has served as an advisor to the Florida Medical Association as well as several state and local medical associations where he has helped Florida Physicians design, implement, and maintain medical practice protection plans.

Ryan M. Mitchell - Vice President & COO

A 2003 graduate of Indiana University where Ryan earned his Bachelor of Science in Finance and Business Administration from the School of Public and Environmental Affairs and degrees from the Kelley School of Business. During his early career he spent time working for a major financial institution and then joined the insurance advisory business.