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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Greg Mitchell Financial Professional

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Camille Mitchell
Financial Professional

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Hope Halperin
Client Relations

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Rachelle Mitchell
Director of First Impressions

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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

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