About

Nick Mitchell
Financial Planner

After earning my Master in Business Administration (MBA) from Southwestern Oklahoma State University in 2013, and before that, my Bachelor in Business Administration from Oklahoma Panhandle State University in 2010, my purpose has been to assist people in navigating their financial journeys. Currently, I'm continuing to learn and working on my Certified Financial Planner (CFP®) designation from the College for Financial Planning.

I keep a big picture mentality at the forefront of my planning, but that doesn't mean ignoring the details - I recognize that every person I help has a unique situation, individual needs, and is approaching different destinations in life.

I know the Dave Ramsey plan in and out - I follow his financial philosophy myself and encourage my clients to as well. I have clients who are business owners, many who work in the agriculture and ranching industries, and I also have clients who do not. Bottom line is: what I know best are strategies for people to gain financial traction.

One thing I believe in is that just because something's simple, it doesn’t mean that it’s easy. And just because something’s simple doesn’t mean it’s not effective. We try to keep things simple enough that they are actionable, and realistic enough that they are achievable.

"We try to keep things simple enough that they are actionable, and realistic enough that they are achievable."

At the end of the day, a lot of people tell me what is important to them, but by looking at their bank statement and calendars I can see what really is. My goal is to help align real priorities with spending habits to lower stress and strive for meaningful accomplishments.

Nick resides in Wynnewood, Oklahoma with his wife, Dani, where they enjoy riding and training their horses, raising cattle, and working on their ranch.

Nick is an avid team roper and Dani is a frequent barrel racer. Together, they are constantly trying to improve their skills to become better competitors - something Nick carries over with pride to his professional practice.

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