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Mitchell Haber
Vice President
Wealth & Trust Advisor
Phone Number
Email Address
My Information
A graduate of the Bryan School of Business and Economics at the University of North Carolina at Greensboro and the Texas Bankers Association Graduate Trust School, Mr. Haber has over 18 years of experience in financial services. He earned his Chartered Retirement Plans Specialist and Certified Financial Manager designations through the College of Financial Planning. He specializes in retirement plans and wealth management and is passionate in helping individuals and businesses define and realize their financial goals. He lives in Woodway with his wife, Nan, and their two boys, Jack and Briggs.
My Expertise
- 401(k) Plans
- Advisory Services
- Business Succession Planning
- Estate and Tax Planning
- Foundation Asset Management
- Investment Management
- Legacy and Wealth Transfer Management
- Non-Profits
- Oil, Gas and Mineral Management
- Real Estate Management
- Special Needs/Court Trusts
- Asset Management
- Estate Planning & Administration
- Personal Financial Planning
- Trust Planning & Administration
My Office
Branch Address
1700 North Valley Mills Drive
Waco, TX 76710
United States
