Meet The Team

As an independent financial advisor and Investment Adviser Representative, Mitchell Spiehs has experience in helping the local community find ways to reduce their taxes, assisting them in protecting their assets and finding ways to maximize their income in retirement.

Each year, Mitch holds seminars open to the public to spread important financial planning information, including: tax-efficient strategies, asset protection strategies, ways to help maximize income, and much more.

Mitch believes retirement planning is a process, which is why he developed the three-appointment Retirement Navigation Guide. The first appointment is meant as an introduction, filled with questions and gathering information. Recommendations or changes are rarely made on a first appointment. The second appointment is where general concepts are discussed on how to meet client goals. Finally, the third appointment is used to help clients implement strategies to meet those goals and prosper in retirement.

Mitch has more than 20 years of financial experience and has strategic partnerships with Estate Planning Attorneys and CPAs to help provide comprehensive solutions that help fulfill his clients' needs. Committed to furthering his knowledge each year, he attends industry events and planning workshops regularly.

Born and raised on a farm near Grand Island, Mitch understands the unique situations that local people deal with and works to reduce the worry associated with financial matters before and after retirement.