Jeff Mitchell Monolith Financial Group Company Profile
Jeff Mitchell is the CEO and Founder of Monolith Financial Group. He has over 22 years’ experience in the insurance and financial industry and holds Chartered Senior Financial Planner (CSFP) and Certified Senior Advisor (CSA) designations. He is a licensed life insurance agent (#0777322) with Monolith and an investment advisor representative (CRD# 2325229) of Crossroads Capital Management, Inc. Jeff has been awarded Million Dollar Round Table “Top of the Table” recognition and has also been a member of IRA expert Ed Slott’s highly-esteemed group of Elite Advisors. Monolith Financial Group's mission is to build a lasting, trusting relationship with every client we serve. Our primary goal for retirees is to preserve and protect their wealth with comprehensive financial planning.