Our Professionals

Kevin Mix
Financial Advisor

Kevin entered the financial services industry over 25 years ago, driven by a personal mission to help families like his own understand how to invest wisely. Growing up, Kevin’s parents were hardworking savers, but they viewed investing as risky speculation—a common misconception. Kevin set out to change that narrative and empower people to see investing as a tool for building security and achieving their dreams.

What Kevin enjoys most is helping clients cut through the noise and distractions of the financial world to focus on what truly matters. Whether it’s understanding the purpose of investing or staying on track through life’s uncertainties, Kevin is there to guide his clients every step of the way.

For Kevin, retirement is a once-in-a-lifetime event for his clients, but he has walked this journey with them countless times. He has seen what works, understands the potential pitfalls, and takes immense satisfaction in helping clients design a retirement plan that becomes their reality.

On a personal note, Kevin and his wife have been married for over 30 years and have raised four sons together. They are proud grandparents to three wonderful grandchildren. Outside of work, Kevin cherishes making memories with his family, whether it’s cheering for his grandkids at sporting events, enjoying vacations together, or relaxing on the beautiful shores of Lake Michigan.

Aaron Mix

Agent

Aaron is a passionate and driven associate who has recently embarked on a career in the financial services industry. While new to the industry, Aaron brings a fresh perspective, a strong work ethic, and a desire to build lasting relationships with clients. Aaron possesses excellent communication skills and has spent the last four years honing his customer service skills while working in the insurance industry.  Having a degree in Cyber Security, Aaron also brings a knowledge set to our team that is becoming more important every day in the financial services industry. He has dedication to learning and has a genuine passion for helping individuals and families secure their financial futures. As a new advisor, Aaron is excited to grow professionally, leveraging the resources and mentorship available to offer the highest level of service and guidance to clients.

Outside of the office, Aaron enjoys spending his time with friends and family playing games, watching sports, exploring new places or just enjoying their company.

Barb Sanders
Administrative Assistant

Barb brings her enthusiasm for learning and a wealth of experience to our team. Although new to the insurance industry, Barb has known Kevin for over 30 years and is excited to bring her organizational expertise to the firm. During her impressive 40-year career at General Motors, Barb excelled in a variety of roles. She began working on the assembly line before transitioning into Education and Training, later moved to the Body Shop programming Weld Integrity computers and concluded her career in the International Organization for Standardization (ISO) auditing department. Barb’s adaptability and eagerness to take on new challenges have been a hallmark of her professional journey. After retiring, Barb decided to embrace a whole new chapter of life, diving into the world of investing and retirement planning—not only for herself but also with an eye toward creating a financial legacy for her grandchildren. Outside of work, Barb cherishes her family. She was married to the love of her life for 32 years and is a proud mom of two boys and grandmother to two wonderful grandchildren. In her free time, Barb enjoys hiking, traveling, quilting, meeting new people, and most of all, spending quality time with her loved ones.