Dana Mitchell, CFP, CLU

Sharing a transformative journey through the MDRT Mentoring Program, Fardy and Mitchell reveal how a simple online match blossomed into a meaningful professional relationship that still impacts both of their lives today. Learn how they structured their meetings around the MDRT mentorship framework, using it to navigate career transitions like succession planning and team building, and found unexpected value in their evolving friendship.

Dana Mitchell, CFP, CLU, is principal of the financial planning firm Basis Wealth. With more than 20 years of experience, Mitchell works with clients to build their wealth while protecting what matters most to them.