Mitch Greene, CFP®
Mitch joined Adams Wealth in July 2022 as a Financial Planning Specialist and quickly moved to the role of Financial Consultant. Mitch is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and loves connecting with new people and building lasting relationships with his coworkers and clients.
Prior to joining Adams Wealth, Mitch worked at Cache Valley Bank during his senior year of college. He took on several positions while employed there, starting out as a Credit Administration Officer but quickly rising to Credit Analyst and then to Relationship Manager. During this time, he graduated from Utah State University with bachelor’s degree in international business.
During his time in commercial banking, Mitch specialized in analyzing and advising clients on everything from real estate investment projects to single and multi-family rental properties to land acquisition. As he progressed, Mitch also helped clients with investment financing needs, business acquisition and merger financing, small business working capital and equipment financing, consumer construction loans and mortgage financing. These roles taught him to focus on the needs of clients, awakening his passion for financial planning and encouraging his move to Adams Wealth.
Mitch’s hobbies include mountaineering, CrossFit, traveling, great food, and spending time with his wife and daughter. He is a excellent climber, and every year climbs the highest peak in a different state with his father-in-law and brother-in-law. So far they’ve conquered Mt. Rainer, Mt. Bora, Kings Peak, Gannett Peak, and Granite Peak.
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