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Our Team
Mark H. Mitchell, Investment Advisor Representative
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Mark is an Investment Advisor Representative with Cambridge Investment
Research Advisors, Inc.
He has been associated with Mitchell Investment Group for over thirty years, which was established by his father, Sam Mitchell. Located in Athens, Georgia on historic Milledge Avenue, we specialize in distribution upon retirement and investment planning through Cambridge Investment Research Advisors, Inc.
With Furman University as his Alma Mater, he began in the construction business fresh out of college, and then decided to partner with his father in the family business. Mark is a native of Athens and has established clients across the country.
Mark excels by developing a personal relationship with his clients based on trust, friendship, and a mutual respect. He meets with his clients on an individual basis to create a unique retirement or investment plan based on their personal needs. He makes recommendations on accumulating assets and college planning. However, his specialization lies in 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, as it has become a way of life for him.
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Dennis “Rex” Bradberry, Investment Advisor Representative
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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.
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Blake Mitchell, Investment Advisor Representative
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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.
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Akshay Patel, Investment Advisor Representative
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Akshay is a native of Watkinsville, GA. He began his collegiate career at LaGrange College where he was on the golf team and received an All-Academic Team award. Akshay then transferred to the University of North Georgia and joined a fraternity where he became Treasurer and helped the organization receive an award for raising the most money out of their sized school’s category. He would go on to get his Bachelor’s in Business Administration (B.B.A.) with a concentration in Finance in 2019. His education continued with a Master’s of Business Administration (M.B.A.) from the University of North Georgia in 2022.
Akshay joined Mitchell Investment Group in April of 2022. He is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. He takes pride in his career and works with his clients to help them achieve financial freedom in a way
that makes them feel relaxed and comfortable with the process. As a fiduciary, all recommendations are based on the client’s personal financial information, needs and goals. Akshay’s favorite part of his position is learning about everyone’s different personal situations and working with them to mix a financially smart and enjoyable life together.
He continues to stay active as his main hobbies are golf, pickleball, and tennis.
Akshay is currently licensed with a Series 7 (General Securities Representative Exam) & Series 66 (Uniform Combined State Law Examination) He holds FINRA State Licenses in the following states: GA, NC, OR, SC.
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Trey Kelly, Investment Advisor Representative
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Trey Kelly recently joined Mitchell Investment Group as an Investment Advisor Representative. He holds a B.B.A. with a concentration in Finance and a minor in Political Science from Columbus State University while lettering in Men’s Golf for four years. While at CSU, Trey was an eight-time President’s List honoree, a four-time member of the Peach Belt Conference All-Academic Team and served on the Student-Athlete Advisory Council all four years.
As a member of the Men’s Golf Team, Trey was part of a Peach Belt Conference Championship-winning team during his freshman year and helped the team reach the NCAA Division II National Championship in his senior season. He applies the same work ethic and discipline from athletics to helping clients across all areas of investment advising—including investment planning, retirement strategies, portfolio management, education planning, and long-term wealth development.
Originally from Thomaston, Georgia, Trey enjoys playing competitive golf, strength training, running half marathons and marathons, and spending time with friends and family. He is the son of Amy and Jeff Kelly.
Trey takes pride in the passion he has for helping people reach their goals financially by consistently holding himself to the standard of providing exceptional service
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Kristi Sanders, Registered Client Service Assistant
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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.
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Jennie Kroes, Client Relationship Manager
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Born and raised in Michigan, Jennie married a Marine and has lived all over the U.S. After her husband Matt retired from the military, they landed in Georgia for a few years and that’s when she joined Mitchell Investment Group back in May 2017. With a background in sales and marketing, her focus is client relationships and making sure every client is a top priority.
Jennie is an enthusiastic member of her community and enjoys renovating her home, cooking, fishing, hunting and just being outdoors.
Jennie will reach out at the advisor’s request; but if you have questions, wish to schedule a retirement planning meeting, or need a portfolio review, give her a call at 706-549-8555, option 1.
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Erin Boyette, Service Assistant and Event Coordinator
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A true Athens and Oconee native, Erin grew up in Oconee County and moved to Athens in 2007 and has stayed ever since. She truly loves how special this town is.
She has a very diverse background, having worked in graphic design and printing for 12 years, in marketing, and as a legal assistant. However, one thing has always remained the same, she has always strived to meet the needs of the client. Erin expects no less of herself here at Mitchell Investment Group.
In her free time, Erin enjoys spending time with her family and friends. She likes photography, making jewelry, and spending time outdoors with her dog, Daisy.
Erin handles newsletters, client events, correspondence, and other administrative tasks. You can reach Erin at 706-549-8555, option 215.
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Melissa Perry, Service Assistant
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A native of Jefferson, Georgia, a town just down the road, Melissa has always had a special place in her heart for Athens. She worked in real estate and property management for 10 years before joining Mitchell Investment Group in October of 2022.
Melissa said she really enjoys the ‘laid back’ atmosphere at the office. “It’s definitely a breath of fresh air coming from the hectic pace of property management”, she said. “I also really love that you’re not treated like just another number here, both the client and employees here are treated with that ‘human touch’, and you feel genuinely cared about, which you often don’t get at those big corporations.”
In her downtime, Melissa enjoys reading, traveling, and spending time with her family.
Melissa will answer questions about your statements, checks, documents, or other correspondence. You can reach Melissa at 706-549-8555, Option 6.
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Nikki Ivie, Client Relationship Manager
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Nikki is from Williamsport, Pennsylvania (home of the Little League World Series), followed her parents to Georgia in 2006 and has been here ever since. With a background in Customer Service and Human Resources she is hyper focused on building relationships with our clients.
Outside of Mitchell Investment Group, Nikki is busy burning the energy of her husband and 2 young boys, whether it’s running from the different sporting events, teaching them to cook/bake, going fishing with them, and so much more. When she gets free time she enjoys baking, photography; mostly of her family, reading, and watching old movies.
Nikki will call to say hello and to schedule your appointments as well as your reviews but will also call you with other information at your advisor’s request. You can reach Nikki at 706-549-8555, option 1.
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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, Rex Bradberry and Akshay Patel, 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.
Mitchell Investment Group advisors collectively hold FINRA State Licenses in the following states: AL, AZ, AR, CA, CO, FL, GA, HI, IL, IN, IA, KY, LA, ME, MD, MI, MS, MO, MT, NM, NY, NC, OH, OK, OR, PA, SC, TN, TX, VA, WV, WI and WY.
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