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Mitch’s career began in the health-care field in 1986, through financing, opening, owning and
operating a large series of eye surgery practices and surgery centers in Central Florida.
Over the next 15 years, Mitch’s included ownership of “Horizon” consisting of 42 independent and free-standing MRIs in seven states, and “St. Vincent’s Rehab Clinics” in Illinois and Florida. These, he ultimately sold at various stages twice: first to a publicly-traded, and then to a private enterprise. Mitch also owned and operated and was landlord for several commercial office buildings, the largest one at some 90,000 square feet.
In 2010 Mitch built what is now Summit Wealth Partners (offices in Jacksonville, Michigan,
Naples, and Orlando) along with Summit Asset Protection Group and Investors Advocates, when, in 2017 again he sold. Those companies were primarily grown by coaching and consulting other business owners.
Mitch has been the board chair of an Opera company and a large Foundation, and president of a Home Owners Association consecutively from 2003-2020. He’s spoken at events to
thousands of business owners, financial advisors, CPAs, attorneys, and other professionals,
many becoming his clients. Mitch was a visiting professor at University of Central Florida.
You can see most of his 12 books on Amazon. Mitch is now the publisher of three private
newsletters to over 5000 subscribers for more than 13 years: The Rational Optimist, Is This
Any Way To Run A Business, and Business Building Breakthroughs. he has been featured
in Barrons, Wall Street Journal, Investment News, ABC, NBC, CBS and FOX affiliates,
The great majority of his private clients come through referrals primarily, as well as my
writings and giving speeches at large association gatherings.