Mitchell Byrum, Cfp® Email & Phone Number

San Antonio, Texas Area

At S. Harris Financial Group, our team takes a holistic approach to help individuals and families define and build legacies by aligning financial assets with family goals and values. In doing so, we prepare our clients for expected and unexpected events in life. We have a personal call to action; we have lived and breathed our own advice. We have experienced life’s great joys: marriage, childbirth, education, and retirement, but we have also experienced life’s most difficult times: near-death accident, illness, disability, death, and divorce; fortunately, we were prepared. With these experiences we are passionate and understand the importance of being prepared for all of life’s events.How we do itSHFG creates comprehensive strategies that strive to accumulate, manage and transition wealth and businesses. Together with our network of professionals, we align the expertise to deliver tailored solutions to fit your specific needs. Our experience over multiple market cycles enables us to deliver proven customized strategies.SHFG is an independent Registered Investment Advisor that offers securities through Raymond James Financial Services, Inc., Member FINRA/SIPC. Meaning you get unbiased financial advice on the best tools for you.SHFG SpecialtiesFinancial Planning, Investment Management, Retirement & Education Planning, Tax & Estate Planning, Charitable Giving, Planning for Aging Parents & Disabled Children, Divorce Financial Analysis, Company Retirement Plans, Independent Women, Small Business Transition, Insurance Analysis (Life, Disability, Long-term Care, Homeowners / Auto, Umbrella)Our team brings an unusual blend of experiences and skills to the table. This combination of skills brings diversified, out of the box thinking to create personalized solutions.We invite you to contact us. If you want to know more about how our approach works or if you want to make sure you’re on the right track, visit us at www.SHarrisFinancial.com or call 210-547-3450.

San Antonio, Texas Area

S. Harris Financial Group, LLC, An Independent Registered Investment Advisor that offers securities through Raymond James Financial Services Inc., Member FINRA/SIPC. S. Harris Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through S. Harris Financial Group.For important disclosure information, please see "Social Media Disclosure"​ link under the "Contact Info" section.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Bryan/College Station, Texas Area

-Specialize in compliance while working with lending, loan operations, and deposits.-Assist the Chief Compliance Officer in exam preparation and regulatory compliance auditing. -Create and maintain over 50 projects ranging from record keeping and research, to creating standard reports presented in board meetings.

Bryan/College Station, Texas Area

-Work directly with Small Business Administration (SBA) loan files and performing checkbacks to ensure that they meet SBA and compliance regulations. -Track new items and new loans to ensure our loan closers don't miss any expiration dates or required documents. This was done through software (ITrack) and contacting insurance companies, title companies, as well as the customers. -Assist loan closers and officers in acquiring any documents they may need such as insurance, UCC's, Deeds of Trust, and others. -Led many organization projects through the process of going paperless and expansion.

Bryan/College Station, Texas Area

Daily general ledger balancing.Checking balance fluctuation reports to watch for kiting. Record fixed assets, developing bi-weekly fixed asset reports, and posting them to the general ledger. Record prepaid assets, developing bi-weekly prepaid asset reports, and posting them to the general ledger.Assist the Chief Financial Officer with multiple daily tasks.

Bryan/College Station, Texas Area

- Manage social media marketing through software, organization, research and planning. - Assist program director's to plan fall conference.- Manage financial planning student association by scheduling meetings, speakers and events.

Bryan/College Station, Texas Area

Teaching Assistant for AGEC 435 - Fundamentals of Financial Planning

Bs, Agricultural Economics (Finance, Real Estate, And Investment)

Activities and Societies: Financial Planning Student Association, Breakaway Ministries Majoring in Ag Economics with a focus on finance.

Minor, Financial Planning

Activities and Societies: Financial Planning Association

Business Administration And Management, General

Earned transfer credits. Studied business administration and management.