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Mitch Greene

Associate Financial Planner

Mitch is a financial planning specialist, responsible for working with clients to develop and implement their Adams Wealth plans. Mitch loves connecting with new people and building lasting relationships with all the firm’s great clients. He is currently working toward his CFP designation.

He joined Adams Wealth in July 2022. He was previously at Cache Valley Bank, which he joined as a Credit Administration Officer during his senior year of college, then quickly rose to Credit Analyst, and then on to a Relationship Manager. During this time, he graduated from Utah State University with Bachelors Degree in International Business.

During his time in commercial banking, Mitch specialized in analysing and advising clients on a wide variety of lending activities, particularly in real estate investment and projects, including multi-family, development, single-family rental properties, land acquisition and vacation rentals. He also advised on investment financing needs, business acquisition and merger financing, small business working capital and equipment financing, Small Business Administration (SBA) financing for real estate and business capital needs, and consumer construction loans and mortgage financing.

These roles taught him to focus on the needs of clients, awakening his passion for financial planning, encouraging his move to Adams Wealth.

Mitch’s current hobbies include mountaineering, CrossFit, travelling, partaking of great food, and spending time with his wife and daughter. He is a keen climber, and every year climbs the highest peak in a different state with his father-in-law and brother-in-law, having so far conquered Mt. Rainer, Mt. Bora, Kings Peak, Gannett Peak, and Granite Peak. He was born and raised in Providence Utah.

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