Biography
Jeff Mitchell is the CEO and Founder of Monolith Financial Group, Inc. He has over 22 years’ experience in the insurance and financial industry and holds the Chartered Senior Financial Planner (CSFP) and Certified Senior Advisor (CSA) designations. He is a licensed life insurance agent (#0777322) and registered Investment Advisor Representative (CRD# 2325229) with Crossroads Capital Management, Inc., a Registered Investment Adviser in California. 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.
