Mitchell Smith

For more than a decade, Mitchell has served families in the wealth management industry helping them plan for the future with clarity and confidence. He holds the CERTIFIED FINANCIAL PLANNER® designation and earned his Bachelor of Science in Personal Financial Planning from the University of Missouri.

Mitchell’s approach is rooted in building long-term relationships and providing peace of mind. He believes that financial planning is about more than numbers. It’s about helping families grow, thrive, and live out their goals with purpose. His calm, thoughtful guidance allows clients to focus on what matters most to them, knowing that their financial future is in capable hands.

Originally from Marceline, Missouri, Mitchell now lives in the Waldo neighborhood of Kansas City with his wife, Brooke, their three sons, Dwyer, Graham, and Hugh, and their golden retriever, Leo. In his free time, he enjoys cheering on the Mizzou Tigers, Kansas City Chiefs, and Royals, as well as spending quality time with his family.