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Mar, 2023 - Present • 3 yrs 6 mos - Full time
As Founder and Platform Leader of Legacy Grove Group, I lead a financial services and professional development platform built around one belief: Better Decisions Create Better Outcomes.
My work spans two connected priorities: helping individuals and families make informed financial decisions, and developing financial professionals into capable practitioners and leaders.
Key areas of responsibility:
• Lead the strategic direction, platform development, and operating standards of Legacy Grove Group
• Serve individuals and families as a licensed financial professional and field underwriter
• Help clients evaluate life insurance, wealth-management, estate considerations, retirement priorities, and legacy-planning strategies
• Champion a planning-first approach centered on education, clarity, suitability, and long-term stewardship
• Design and oversee the Agent Operating System, supporting professional development, marketing, client engagement, performance, and leadership
• Build structured pathways for field training, mentorship, practice development, and milestone-based advancement
• Equip self-employed Agents and RIAs with systems, resources, relationships, and platform support to build sustainable practices
• Develop strategic partnerships that expand access to financial solutions, professional education, technology, and business-development resources
• Lead the Legacy Grove Network, creating opportunities for relationship capital, referral exchange, professional collaboration, and community-based growth
• Cultivate a culture grounded in Family First, Client Before Self, professional discipline, and leadership through service.
Legacy Grove Group is more than a place to conduct business. It is a platform for serving people well, developing professionals, and building leaders prepared to create lasting impact.
Jun, 2016 – Aug, 2026 • 10 yrs 3 mos - Full time
Technical delivery management of Microsoft Azure Kubernetes platform services. Responsible for Agile based DevOps Delivery Management, Change Management, Disaster Recovery, and Cyber Risk Compliance. Delivered Airbus and Boeing aircraft ground systems, Maintenance Kiosk systems, and warehouse network systems.
TekSystems
Jun, 2014 – Jun, 2016 • 2 yrs 1 mo - Contract
Executive Consultative Services on asset acquisition efficiency and operational throughput for a leading GSE. Delivered improved technology services, vendor management, and quality assurance. Introduced business controls to unify risk management workspaces.
Jun, 2004 – Jun, 2014 • 10 yrs 1 mo - Full time
B2C sales and operations credit risk, compliance, and regulation. Delivered risk governance, business continuity, change management and audit controls. Developed productivity tools to improve customer experience, increase mortgage lending lifecycle efficiency, and increase GSE and Non-GSE document quality for centralized markets. Delivered originations technology, procedures and guidelines for retail markets.
Michael “Mitch” Mitchell is the Founder and Platform Leader of Legacy Grove Group and the voice behind MitchPoint, his personal leadership and professional-development brand.
Grounded in the belief that better decisions create better outcomes, Mitch develops professionals, strengthens leaders, and helps individuals, families, and business owners approach their financial futures with greater clarity, confidence, and direction.
Through Legacy Grove Group, Mitch leads a planning and professional-development platform serving both the public and the financial professionals entrusted to guide them. The platform brings together life protection, wealth management, legacy planning, education, and leadership development within a coordinated, planning-first environment.
His work goes beyond financial products. Mitch is focused on cultivating capable, principled professionals who understand that education comes before decisions, stewardship comes before transactions, and lasting success is built by consistently serving people well.
Across MitchPoint and Legacy Grove Group, his mission is clear: build better professionals, encourage better decisions, strengthen families, and help people protect what they have built while creating a legacy that can endure.
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