Nick & Dani Mitchell
Nick and Dani Mitchell have been together close to nine years and married for over two. Through that time, Nick has received his Master in Business Administration (MBA) and obtained his Series 7 and 66 securities registrations, starting his career in financial planning about five years ago.
Nick started his career with a larger firm, and until the transition to HBW, he didn’t realize the flexibility and real independence that you get from working with HBW. Getting started as a financial advisor is a tough business to get into, which has made success much more gratifying. Nick is a big believer in Zig Ziglar and Steven Covey. Quotes like “You can have everything in life you want, if you just help enough other people get what they want,” by Zig Ziglar; and “Seek first to understand, then to be understood,” by Stephen Covey, are what he has based his financial practice on.
Client-first planning and simple yet effective, actionable steps are the best ways to reach financial goals, in Nick’s opinion. Nick and Dani are also followers of Dave Ramsey and his debt-free lifestyle. Nick has been a Dave Ramsey SmartVestor Pro for years and enjoys helping people work the Dave Ramsey “7 Baby Steps” to get out of debt and build wealth.
In their free time, Dani enjoys barrel racing and Nick is an avid team roper. Constantly trying to improve and become a better competitor is serious business in the Mitchell home, which is one reason why the majority of his clients are in the ranching and farming communities.
One of Nick’s main passions is helping America’s small business owners succeed. He loves America and the grit it takes to be financially independent. Nick’s clients and friends largely overlap, as they should and he looks forward to several more decades of helping people achieve success. He believes to be successful in life you must have enough time and money to do what you want every day, and a lifestyle like that doesn’t happen by chance.
From our standpoint, we love working with Nick because he is a true example of servant leadership. Humble and dedicated, it is an absolute pleasure to be in business with such a quality gentleman, someone you absolutely know you can count on!
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Investment advisory services offered through HBW Advisory Services LLC. HBW Insurance & Financial Services, Inc. dba HBW Partners and HBW Advisory Services are separate entities which do not offer legal or tax advice.
