Nathan Lundquist

Mitchell Hoover is a Wealth Management Advisor with the Thisted Group at Merrill Private Wealth Management. He works closely with multi-generational client families, including entrepreneurs, business owners, senior executives, and those managing complex financial affairs. His role involves helping clients define their wealth goals and providing tailored strategies to address the complexities of their financial situations. With a focus on comprehensive research, analysis, and coordination, Mitchell and his team assist clients through significant financial transitions, such as business sales, portfolio diversification, and acquisitions. Mitchell’s expertise encompasses college education planning, family wealth management, legacy planning, tax minimization, retirement income, and investment strategy for individuals and corporations. He holds professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA), and earned a bachelor's degree from Colorado State University. Outside of his professional activities, Mitchell dedicates time to community volunteering and enjoys a variety of outdoor activities including skiing, mountain biking, fishing, and snowmobiling. He lives with his wife Sarah, their two children, and their dog Sydney.