Michael Mitchell

Michael Mitchell is an experienced financial professional currently serving as the Director of Operations & Trading at GreenUp Wealth Management since October 2021, where operational excellence and client service are prioritized. Previously, Michael held the position of Chief Operating Officer and Director of Financial Planning at Spotlight Asset Group, Inc. from May 2017 to September 2020, focusing on client service and strategic development. As a Financial Planner at Creative Planning from October 2013 to May 2017, Michael collaborated with clients on investment strategies for high-net-worth individuals. Michael began their career as an Associate Wealth Manager at Wealthquest Corp, where custom investment strategies were developed for clients. Michael earned a Bachelor of Science in Business with a concentration in Finance from Indiana University - Kelley School of Business in 2006.