Thomas E. Mitchell
Certified Information Systems Security Professional
Starting with his first computer in 1983, he found his calling early in life and continues to find exciting challenges working with all technology. That passion for IT earned him a wealth of experience beyond his years in Information Technology, cyber security, compliance, auditing, business operations, and client management. Mitchell spent over 20 years in hardware and software support & training, IT operations, and managed IT services, engineering, and security. Early in his career, he spent 8 years in the US Navy, trained in electronic warfare, navigation electronics, and communications as an electronic technician assigned to West Coast fast attack nuclear submarines. In addition to being a Certified Information Systems Security Professional (CISSP), Mitchell’s focus on cyber security awareness, issues, and preparedness has provided him opportunities to travel, train, and lecture to small businesses, professional organizations, and conferences.
James Brophy, CFP®, CRPC®, CLU®
Additional Designations and Licenses: Series 7, Series 66, and Life, Accident and Health License Education: B.S. in Economics with a Concentration in Marketing from Bentley University It was natural for me to have an interest in business, given that my father is a wealth manager and entrepreneur. The decision to follow suit did not come easily though. Still, I could not shake a curiosity for all things financial which led me to the business focused Bentley University, where I studied economics and marketing. I found that those two subjects are about solving financial puzzles and understanding people. I had the opportunity to intern at a wealth management firm near Bentley University during my junior year. That experience showed me that a wealth manager solves complex financial puzzles every day, and the puzzles they solve help people to change their lives. This realization is what led me to join the team at Brophy Wealth Management, LLC.
Date and Time
Wed, Feb 21, 2024
12:00p - 1:00p EST