Steve Mitchell, MBA, ChFC, RICP®

Steve Mitchell, MBA, ChFC, RICP®

Founding Partner Emeritus

Steve Mitchell began his career in financial services back in 1990. He has earned various securities licenses and obtained his Chartered Life Underwriter (CLU) designation in 1995 and his Chartered Financial Consultant® (ChFC®) designation in 1998. He co-founded Planning Strategies Inc. with Scott Smith in 2001 and obtained his Retirement Income Certified Professional (RICP) designation in 2015. In 2018, Steve and Scott merged Planning Strategies Inc. with Pilot Capital Management, joining forces with Greg Staub to co-found PSI Capital Management.  Steve served as Managing Partner and CEO until retiring at the of 2021.

Prior to launching his financial services career, Steve was an officer and Aircraft/Helicopter pilot in the US Marine Corps. He was assigned duties as a comptroller and spent one year as an Air Liaison Officer with an infantry (grunt) battalion. In total, Steve has over 11 years of leadership in the US Marine Corps.


The American College of Financial Services – CLU (1995), ChFC (1998), RICP (2015)

Boston University Metropolitan College – MBA, 1983

Shippensburg University of Pennsylvania – BSBA, 1977


Taming the Retirement Octopus, by Scott Glenn Smith and Steven M. Mitchell