Zachary Smith is a financial advisor at Kroon & Mitchell Asset Management LLC with two years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at JP Morgan Chase Bank, J.P. Morgan Securities, Calder Capital, Marshberry, and Blackford Capital. Kroon & Mitchell Asset Management provides discretionary portfolio management, pension consulting, and financial planning services to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm’s investment approach combines fundamental and quantitative analysis within a modern portfolio theory framework, and it employs a broader range of investment instruments including precious-metal ETFs, real estate funds, commodities, private placements, and non-U.S. securities.

Spencer Lademan is a Series 66-licensed advisor at Kroon & Mitchell Asset Management LLC with eight years of industry experience. His career includes roles at Regal Holdings, LLC and Edward Jones. Kroon & Mitchell Asset Management provides discretionary portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm uses a combination of fundamental and quantitative analysis within a modern portfolio theory framework, pursuing long-term investment strategies tailored to each client’s objectives and risk tolerance.

Phillip Mitchell is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Kroon & Mitchell Asset Management LLC since 2013. He holds the Series 65 license and works out of Grand Rapids, MI. Kroon & Mitchell Asset Management provides discretionary portfolio management, pension and retirement-plan consulting, and financial planning to individuals, pension and profit-sharing plans, and business entities. The firm manages approximately $193 million in discretionary assets and employs a client-specific investment approach grounded in fundamental and quantitative analysis within a modern-portfolio-theory framework.

Robert Roper is a financial advisor at Kroon & Mitchell Asset Management LLC with three years of industry experience. He holds a Series 65 designation and is also a certified public accountant. His prior experience includes roles at Crowe and Odl, Inc. Kroon & Mitchell Asset Management provides discretionary portfolio management, pension consulting, and financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm combines fundamental and quantitative analysis within a modern portfolio theory framework and offers a range of investment instruments under discretionary authority.