We assist our clients in determining what their financial goals and objectives are by creating buckets of assets to help achieve goals and objectives, establishing safeguards and documentation for protection of their love ones, regularly examining asset allocation to help maximize growth of their assets, and securing the appropriate distributions for their retirement income. We take the time necessary and listen to our clients' concerns. We establish and review a plan to pursue individualized goals, and continuously monitor and adjust to help ensure ongoing progress and growth. The majority of our clients are entrepreneurs, professional couples, and women in transition. Our clients tend to have a minimum investable asset portfolio of $150,000, a household income of $200,000+, and an overall net worth of $400,000+.
Mitchell works closely with clients to address their financial concerns and help them achieve their financial goals, and to regularly review investment selections for their continued suitability. He also collaborates with other tax advisors, attorneys, estate planners and other financial professionals to help ensure that all of his clients’ financial needs get met. Mitchell has been working as a financial planner and investment advisor since 2000. He previously worked with GEN Financial Management., Woodbury Financial Group and Mass Mutual Financial Group. Mitchell obtained Certified Financial Planner™ designation in 2006 and is an active member in the Society of Financial Service Professionals (SFP). Mitch’s commitment to the community includes volunteering for the SFP Pro Bono planning alliance with the MS Society and the Autism Society of Minnesota.
Mitchell grew up in Renville in southwestern Minnesota. He obtained his B.A. in 2000 from Jamestown College with a concentration in Economics and Personal Financial Services. Away from the office, Mitchell enjoys his family, traveling, spending time outdoors, working in his woodshop, and visiting the cabin with family and friends.
With nearly two decades of experience in financial services, Cheryl Norman’s practice has a diverse national client base. Her attention to detail and dedication to her client’s economic well-being has developed into a proficiency in working with individuals who want to apply a detailed and methodical approach as they build their personal financial plan.
Cheryl’s areas of concentration include investment portfolio design, retirement strategies (both accumulation and distribution), college education planning, and risk management analysis (life insurance, long-term care, disability income.) She also conducts women’s financial forums, as well as financial services workshops and programs.
For more about Cheryl, please visit www.portfoliosbycheryl.com.
Mitch and Cheryl are affiliated professionals through Cambridge Investment Research Advisors, Inc. as their Registered Investment Advisor, and Flagship Capital Advisors as their Office of Supervisory Jurisdiction (OSJ).
Mitch is an Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. MJT & Associates, LLC. and Cambridge are not affiliated.
Cheryl is a Registered Representative (Series 7, Series 6) through Cambridge Investment Research, Inc., and is licensed to sell life and health insurance as well as annuities in the State of Ohio. She is also an Investment Advisor Representative of Cambridge Investment Research Advisors, Inc., an SEC registered investment advisor. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Flagship Capital Advisors and Cambridge are not affiliated.