Mitzie specializes in guiding clients through complex financial milestones and the transition into retirement. With over 15 years of experience, she uses a personalized, educational approach to help individuals navigate wealth management with clarity. By prioritizing critical thinking and mindful money decisions, Mitzie empowers her clients to build resilient financial plans that are perfectly aligned with their long-term aspirations.
She believes that financial literacy is the ultimate antidote to the anxiety often found in investing. She is driven by a desire to transform how people perceive their wealth, helping them move from uncertainty to confident action. She holds a BS in Business Administration from the University of Pittsburgh and an MS in Real Estate Investing and Development from New York University. This unique combination of finance and real estate expertise allows her to offer a holistic perspective that ensures her clients feel truly understood.
Mitzie prioritizes the creation of trusted relationships, taking the time to genuinely understand each client's background and unique life story. She believes the most effective guidance is that which resonates with both a client's personal and financial goals. For Mitzie, the true reward of her work is providing the peace of mind that allows her clients to focus on what matters most to them.
A Pittsburgh native, she is passionate about giving back, supporting financial literacy initiatives, and mentoring young people to achieve success. An avid traveler, she cherishes her adventures around the world, especially her time in Bermuda, Costa Rica and Monte Carlo. In her free time, Mitzie enjoys playing backgammon and jigsaw puzzles, drawing on the strategic thinking and problem-solving skills from both to enhance her approach to wealth management.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
