Mitch is responsible for the marketing and sales of 401(k), 403(b), and other qualified plan services. He helps clients and prospects identify and achieve the goals of their retirement plans within the allotted amount of time and resources of each company. Mitch has 7 years of experience working with businesses and their financial planning, and currently holds Series 6 and 63 securities licenses.
MMA Upper Midwest is a part of Marsh & McLennan Agency LLC (MMA). Securities offered through MMA Securities LLC (MMA Securities), member FINRA / SIPC, and a federally registered investment advisor. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Variable insurance products distributed by MMA Securities LLC. MMA and MMA Securities are affiliates owned by Marsh & McLennan Companies.