Mitch McInnis

Mitch McInnis is an accomplished financial professional with extensive experience in various leadership roles within the financial services industry. As the Agency Owner of MITCHELL FINANCIAL SERVICES, LLC since September 2013, Mitch focuses on client-centered financial and retirement income planning. Concurrently, as a Senior Sales Manager at Equis Financial since January 2017, Mitch builds and supports a team dedicated to empowering individuals in their financial journeys. Previous experience includes serving as President/Chief Compliance Officer at CP Capital Securities from September 2001 to August 2013, and as Managing Partner and founder of MK Asset Management, LLC from January 2007 to December 2009. Additionally, Mitch held the position of Senior Vice President at Partners Financial Group from January 1994 to September 2001. Mitch holds a Bachelor of Business Administration from Fox School of Business at Temple University and completed the Mastering Sales: A Toolkit for Success program at Kellogg Executive Education in 2020.