Our Team

 

Mark H. Mitchell, Investment Advisor Representative

Mark, a native of Athens, Georgia, is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc..  A graduate of Furman University, Mark got his start in the construction business. In 1990, he decided to join his father, Sam Mitchell, in the family business. In 2013, Mark bought Mitchell Investment Group from his father.
 
Mark excels by developing a personal relationship with his clients based on trust, friendship and mutual respect. He meets with his clients on an individual basis to create a unique retirement or investment plan based on their personal goals. He also makes recommendations on accumulating assets and college planning (529 plans).  However, his specialization lies in the distribution of retirement income and estate planning for preserving assets and providing for heirs.
Mark takes great pride in the service and accessibility he provides to his clients across the U.S., as it has become a way of life for him.
 
Mark’s licensing:
 
Series 65 (retirement planning, portfolio management strategies, and fiduciary obligations); Series 63 (Uniform Securities Agent); Life Insurance; Long Term Care Insurance; Series 7 (Investment Company Products/Variable Life contracts Representative).

Mark holds FINRA State Licenses in the following states:  Al, AR, CA, CO, FL, GA, IA, KY, LA, MA, MI, MS, NC, NM, OH, OK, PA, SC, TN, TX, VA, WI

Dennis “Rex” Bradberry, Investment Advisor Representative

A native of Watkinsville, Georgia, Rex attended the University of Georgia in 1998 as a preferred walk-on under former football coach Jim Donnan.  He earned his bachelor's degree from Georgia College and State University in 2002. He earned his Master's degree from the University of Georgia in 2005 and continued his education until the completion of his PhD from UGA in 2010.
 
Rex joined UGA Athletics as a football strength and conditioning coach and team nutritionist in the fall of 2002.  He spent 10 seasons coaching and developing the football team that won SEC Eastern Division Championships in 2002, 2003, 2005, 2007 and 2011.  His teams also won the SEC Championship titles in 2002 and 2005.  During his coaching career, Georgia football teams won 10 or more games in 7 seasons and made bowl appearances in each year, winning the Sugar Bowl twice, in 2002 and 2007.  Rex also was the director of the strength and conditioning for the University of Georgia men's golf team that won the 2003 SEC title and the 2005 National Championship.  Rex also has NFL training experience as he trained former Georgia players for the NFL Combine each winter and would coach them when they would return for their off-season.
 
Rex resigned from coaching in 2012 to pursue a project in which he developed training and rehabilitation programs for the United States Army Special Forces.  He also developed programs for the Wounded Warriors Project.  Each program was designed with each individual soldier as the primary focus.  As Rex continued to work with great athletes and soldiers, he began to realize how they needed coaching and direction in another area of their life, that area being finances.

Rex became part of Mitchell Investment Group in 2013. He is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc.  Rex prides himself on treating each individual client as he would want to be treated.  He enjoys developing a personal relationship with his clients based on trust, open communication and honesty.
 
Rex is currently licensed with a series 6, 62, 63 and 65 securities license. He holds FINRA State Licenses in the following states:  AL, FL, GA, LA, MD, NC, NM, OH, PA, SC, TX, VA

Chris Foster, Investment Advisor Representative

 

Cary C. Foster "Chris" was born in Athens, Georgia in 1988 and graduated from Jackson County High School in 2006. Chris was a two sport athlete in Jackson County High School and won several awards for his academic and athletic accomplishments. After graduating, Chris attended the University of Georgia. In 2010, he began his career at Peterson American Corporation in Athens, Georgia as a Quality Engineer and Lean Operations Manager. In 2014, Chris returned to college and graduated in 2016 with a 4.0 GPA, Sigma Cum Laude. While in school, Chris was an active member in many Honor and Leadership societies.

 Chris has been a Registered Representative and Investment Advisor since 2015, when he successfully completed the Series 66 and Series 7 securities registration examinations. Additionally, he is registered to sell Life Insurance, Variable Annuities and Variable Life Insurance. Chris prides himself on treating each individual client as he would want to be treated. He enjoys developing personal relationships based on mutual respect and trust.

 

Blake Mitchell, Investment Advisor Representative

Blake is a native of Athens Georgia, and started his career as an Investment Advisor Representative with Mitchell Investment Group in 1992.

Blake has taken great pride in the relationships that he has built with his clients, many of those clients are in their third generation of working with him.  He makes his recommendations based on their personal needs and goals.  Blake specializes in 401k rollovers, Retirement Planning and 529 College Savings Plans.  Clients meet with Blake on a face to face basis and have unconditional access to him.

Blake holds FINRA State Licenses in the following states:  AL, CA, FL, GA, HI, LA, MN, MS, NC, OH

Kristi Sanders, Registered Client Service Assistant

Originally from Valdosta, Georgia, Kristi moved to Athens in 1995 for college and has since called Athens her home. 
 
She joined Mitchell Investment Group in March of 2003 where she worked with Mark’s father, Sam Mitchell, for 10 years. Kristi began working with Mark in February of 2013 and now services clients for both Mark and Rex. She holds her Series 6 and 63 securities licenses and is a Registered Administrative Representative with Cambridge Investment Research, Inc.
 
Her main goal with Mitchell Investment Group is to provide the best customer service possible to all clients with a caring and positive attitude.

Kristi also has her Bachelor of Arts and Master of Arts degrees in Early Childhood Education and is a certified teacher in Georgia.  She enjoys music, traveling with her husband, and spending time with their two Boxers, Hank and Bootsy.

Kristi prepares new account applications and will gladly walk you through the paperwork, should you need assistance. You can reach Kristi at 706-549-8555, Option 8.

Jennie Kroes, Non-Registered Sales Assistant

 

Born and raised in Michigan, she married a Marine and has lived all over the U.S. After her husband Matt retired, he took a job with a peanut company and they landed in Georgia. With a background in sales and marketing, Jennie began working at Mitchell Investment Group in 2017. Her focus is client relationships and making sure every client is a top priority.

In her spare time, Jennie enjoys DIYing, cooking, hunting and just being outdoors. Jennie lives at the lake, and her & Matt treasure any day they can be on or in the water.

Jennie will schedule your appointments and reviews, and will call you with other information at your advisor’s request. She will make sure your questions and concerns are attended to. You can reach Jennie at 706-549-8555, option 1.

 

Laura (Savannah) Mitchell, Non-Registered Service Assistant

 

Savannah is Mark's youngest daughter, born and raised right here in Athens, Georgia. (Go Dawgs!) She spent some summers working for her father when she was a high school student, but has been officially employed at Mitchell Investment Group as a Non-Registered Service Assistant to Mark and Rex since December 2016. Savannah is proud to work for the business started by her grandfather, Sam Mitchell, whom she knew as 'Papa Sam.' He was a great man who is still dearly missed to this day by those who knew him at the office. Savannah loves working for Mark, because that means she gets to see her dad on a daily basis and she also enjoys being a part of the excellent team of women he has chosen to work at Mitchell Investment Group. She has a range of responsibilities including billing, ordering fund company materials, distributing mail, answering the phone, as well as maintaining the office filing system. Savannah is always willing to pitch in wherever she is needed. You can reach Savannah at 706-549-8555 ext. 206.

 

Gail Antwine, Computer Operator

A native of South Georgia, Gail Antwine began calling Athens, Georgia home when she married an Athens man in 1999. She worked at the University of Georgia in TEC Services for 13 years prior to joining Mitchell Investment Group in October of 2014.

Gail said she enjoys the friendly atmosphere and team environment that permeates Mitchell Investment Group.
 
“Everybody cares about the clients and will go above and beyond to take care of the people who trust us with their investments,” Gail said.
 
Gail and her husband, Jimmy have five children and 12 grandchildren between them, and when she’s not working Gail said she enjoys spending time with her grandchildren.
 
“I love to cook and I love to teach my grandchildren to cook,” she said. “I'm always happy when I have a grandchild in the kitchen with me.”

Gail sends out newsletters, market events and other correspondences.  You can reach Gail at 706-549-8555, Option 210.

Amy Fox, Service Assistant

Amy Fox began working at Mitchell Investment Group in May of 2016, and she took an odd path to the world of financial investment. Amy began her career as a felony probation officer.
 
A native of Cedar Rapids, Iowa, and a graduate of the University of Missouri who played soccer for the school’s team, Amy came to Athens in 2013 to take a job as a felony probation officer and be near family who live here.
 
Amy said one of the things she enjoys about working at Mitchell Investment Group is the “laid back” atmosphere at the office.
“I really like the office dynamics here,” she said. “It’s laid back and easy going. It definitely is a different atmosphere than the probation office.”
 
When she’s not working, Amy likes to stay active. She enjoys running, tennis, hiking and she still plays in an occasional soccer match in a local adult league.

Amy will answer questions about your statement, checks, documents, or other correspondence.  You can reach Amy at 706-549-8555, Option 6.

 

Notice

Check out the background of this investment professional on FINRA’s BrokerCheck

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA / SIPC - (http://www.finra.org/ and http://sipc.org/ ). Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser by Mark H. Mitchell and Rex Bradberry, Investment Adviser Representative. Mitchell Investment Group and Cambridge are not affiliated. The information in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact.

We cannot accept trade orders through email. Important letters, email, or fax messages should be confirmed by calling our office. This email service may not be monitored every day, or after normal business hours.

Mark holds FINRA State Licenses in the following states:  Al, AR, CA, CO, FL, GA, IA, KY, LA, MA, MI, MS, NC, NM, OH, OK, PA, SC, TN, TX, VA, WI.
Rex is currently licensed with a series 6, 63 and 65 securities license. He holds FINRA State Licenses in the following states:  AL, FL, GA, LA, MD, NC, NM, OH, PA, SC, TX, VA.
Chris holds FINRA State Licenses in the following states:  AL, FL, GA, MS, TN, TX.
Blake holds FINRA State Licenses in the following states:  AL, CA, FL, GA, HI, LA, MN, MS, NC, OH.

CONTACT INFORMATION

706.549.8555
706.546.0183
FAX 866.275.4500
mark@mitchellinvestmentgroup.net 

 

OFFICE LOCATION

595 South Milledge Ave
Athens, Georgia 30605
click here for map
 

 

SERVICES WE PROVIDE

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  • ›   401k Rollovers
  • ›   Life Insurance
  • ›   Investment Planning
  • ›   Mutual Fund Management
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