Connie Mitchell, AIF®, CPFA
Relationship Manager // Wealth Management
“I became a relationship manager because I enjoy working with clients and solving problems.”
Connie utilizes her more than 20 years of experience assisting clients with retirement plan design and compliance by focusing on participant education, vendor management and benchmarking, fiduciary compliance and investment due diligence.
Connie received her bachelor’s degree in liberal arts from the University of Minnesota and is an accredited investment fiduciary and a certified plan fiduciary advisor.
