Meet the professionals who can help you

Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Meet the Team

The team behind Monolith Financial Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Jeff Mitchell CEO & Founder

Jeff got his start in the industry more than 30 years ago, as a captive agent who could only offer his clients the products the insurance company provided — instead of what they really needed to reach their financial goals.

In 2006, Jeff started Monolith Financial Group to offer clients a wide variety of products without the limitations of any one company. His philosophy is to assume less risk, focus on wealth preservation and generate sustainable retirement income so his clients can retire with confidence.

Jeff is an Investment Adviser Representative, having passed the Series 65 securities exam. He also holds life insurance licenses in California (#0777322), Nevada and Washington. He has been featured in Newsweek, USA Today, The Sacramento Bee, The Wall Street Journal and Yahoo Finance.

Jeff has been married to Rachelle for over 30 years. He and his family love visiting their family cabin in Donner Lake and traveling the world together. Children Greg and Camille work alongside Jeff and will eventually take over the business.

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Camille Mitchell Financial Professional

Camille is a financial professional of Monolith Financial Group. Camille has worked alongside Jeff Mitchell for several years. she has the sole daily focus of helping enrich people's lives. She enjoys working alongside her clients to help build their retirement dream through the retirement income plan portion. Camille wants to help her client's achieve their retirement goals and make sure they can stay in retirement - enjoying the fruits of years of hard work to get to this point. She believes that planning for retirement is more than making sure you have enough money, but helping to make sure it is a joyous and fulfilled time in her client's lives.

Camille is the proud daughter of Jeff and Rachelle. She enjoys traveling and helping out in the community however she can.

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Ready to take
The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

Or give us a call at 916-367-6430