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David K. Mitchell, CFP®, ChFC®, CLU®, CFS®, CASL®, RHU® & REBC®

David K. Mitchell, CFP®, ChFC®, CLU®, CFS®, CASL®, RHU® & REBC®

Investment Advisor Representative

Investment Advisor Representative

Education: Bachelor of Arts in Economics & Business, and Music from Lafayette College

A natural entrepreneur with a big heart, Dave believes his clients and Team Forthright are capable of anything they put their minds to. Born and raised in Northeastern PA, he was valedictorian of his high school class. Dave attended Lafayette College, where he graduated summa cum laude with majors in Economics and Business along with Music. After college, Dave furthered his education and obtained the following professional designations to better serve his clients: CFP®, ChFC®, CLU®, CASL®, CFS®, RHU® and REBC®. Locally, Dave was recognized as a “Top 20 under 40” in the Northeastern PA Business Journal, and has been a contributor to the Wayne Independent newspaper and other local publications. At local colleges and universities, Dave has taught several Continuing Education topics for CPA’s, and has been a member of panel discussions providing advice to student groups. Dave believes strongly in education, and has given back by hosting over 30 interns from seven different colleges and universities. In his free time, Dave enjoys listening to live music, gardening, cooking and spending time with the love of his life Erin.