Steven Mitchell

Sean started his financial services career in 2004 with the desire to help others achieve their financial goals. In a sales-driven culture, Sean strove to put his clients’ needs above his own, as evidenced by a decision, early in his career, to move to a fee-based model that has now become the industry model. Today, Sean remains passionate about helping guide his clients through what can often seem like a tidal wave of information - knowing that without an experienced advisor, this information can overwhelm investors of all ages, but especially those preparing for or in retirement. Sean walks alongside his clients every step of the way, to ensure that each one feels well-informed, supported, and confident in their financial decisions. Sean is a CERTIFIED FINANCIAL PLANNER TM, Qualified Kingdom Advisor TM. In addition to his certifications, he has been awarded the Five Star Wealth Manager award seven times. He also serves on the Business Advisory Council for Tarrant County College, a board member for Fellowship of Christian Athletes NE Tarrant County, and a Charter member of the Trophy Club Rotary Club. Sean is a proud graduate of Texas Christian University, where he earned a degree in Political Science. While at TCU, Sean was a member of the football team and attributes his strong work ethic and team-building mindset to his time as an athlete. Sean went on to earn his MBA with a concentration in Financial Planning from the University of Dallas. Outside of the office, Sean is an avid hunter and outdoorsmen. He can also often be found on the field, serving his community by coaching his children’s sports teams. Sean is a member of 121 Community Church and lives in Trophy Club, Texas, with his beautiful wife Kerry (TCU ’99) and their two children.