Financial Advisor, CFP®, MBA
Mitch DeWitt, MBA – a Certified Financial Planner™ and fee-only financial advisor in Madison, WI – joined Walkner Condon in 2018. Mitch works with high-net-worth clients across a spectrum of age ranges, from high-achieving young professionals to pre-retirees closing in on their retirement.
Prior to joining Walkner Condon, Mitch worked at Merrill Lynch as a Financial Advisor. As part of his transition to financial planning, Mitch pursued his MBA from the University of Wisconsin-Madison, a degree program he completed in 2018.
Before Mitch entered the financial services industry, he utilized his B.S. degree in industrial and operations engineering – a degree he earned from the University of Michigan – at Rockwell Automation, where he spent four years.
Giving back is a core value for Mitch and his family, and he and his wife, Kaylee, are actively involved in their church. Mitch enjoys watching sports (primarily University of Michigan athletics, Go Blue!), golfing, and traveling with Kaylee. Last but certainly not least Mitch loves spending time with his two children, Avery and Maddox!
In the Spotlight
“One of the things that I really value from my clients is when they give me feedback on something that we implemented as part of their plan when it actually comes to fruition. So usually, this is accomplishing some sort of goal – whether that’s putting their kids through college or on track for retirement – but when it actually gets to the point of realizing that goal and they tell me about it.”
Earned B.S. in Industrial & Operations Engineering from the University of Michigan.
Avid runner & competed in Madison Marathon in 2018.
Received an MBA – with a finance emphasis – from UW-Madison in 2018.
Mitch has a particular affinity for employee equity compensation, things like stock options, Employee Stock Purchase Plans, and more. Stock and stock options are a key part of compensation for many employees in Madison, with several of the key employers in the STEM field – Epic and Exact Sciences to name a couple. Because of the importance of equity comp to employees both in the Madison area and throughout the country, Mitch put together a series on the key types of compensation via stock or stock options. There’s also this written piece that accompanied the video series. Outside of equity comp, Mitch has covered topics like ESG investing, taxes, and investing strategies like Mega backdoor Roth conversions.