Mitchell & Pahl Private Wealth

Brian Mitchell is a financial advisor at Mitchell & Pahl Private Wealth in Oklahoma City, holding a Series 66 credential and bringing 23 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. He serves on the board of the W.J. Jones Family Foundation and is involved with the Mitchell Family Foundation. Mitchell & Pahl Private Wealth provides investment management, wealth management, and financial planning services to individuals, trusts, businesses, and charitable organizations. The firm employs tax-aware, cost-focused asset allocations combining active and passive strategies and utilizes options, derivatives, and limited borrowing within separately managed accounts when appropriate.

Candace Pahl is a financial advisor at Mitchell & Pahl Private Wealth with 20 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of her advisory role, she serves on the boards of several private family foundations and philanthropic organizations and co-owns an EMS fitness studio. Mitchell & Pahl Private Wealth provides investment management, wealth management, and financial planning services to individuals, trusts, businesses, and charitable organizations. The firm employs a tax-aware, cost-focused investment approach using a blend of active and passive strategies and manages approximately $400 million with two advisors, offering discretionary portfolio management and integrated financial planning.