Mitzi enjoys building long-term relationships with clients while helping them understand and navigate through their planning and investment needs.
Mitzi is a registered financial advisor in the Fairhope, Alabama, office. She holds Series 9 and 10 securities registrations as well as life, health and disability insurance license. She earned the professional designation of Accredited Asset Management Specialist™ from the College of Financial Planning.
She began her career as a sales assistant with A.G. Edwards & Sons, where she played a key role in opening and growing the Selma, Alabama, office alongside financial advisor Tommy Boyd. During her 30-year career, the name on the front door may have changed due to corporate mergers, but one thing always remained – the dedicated, personal service she provided to her clients.
Originally from Selma, Alabama, Mitzi now makes her home in Fairhope, Alabama. Away from the office, she enjoys spending her time on the water with her husband, Brook, a retired Air Force lieutenant colonel. They have four grown children and one granddaughter.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.