Mitchell J. Sovis

Client Relationship Manager

Mitch has been in the Personal Financial advising industry since 2015. Prior to completing his degree, he was hired full time at Blumark Advisors in the financial planning department. His role was to work with all of the new clients to build their initial financial plan and manage the financial planning software for existing clients. Mitch completed his bachelor’s degree in Finance in 2016 from Ferris State University completing his last few credits online. Mitch also worked in the Business Processing department handling investment transactions from 2018 through 2022 for Blumark Advisors.

In 2022, Mitch and his wife Julie, moved to Chicago’s Irving Park neighborhood. Mitch grew up in a small farming community in Mid-Michigan. He was an avid soccer player, ran cross country, and worked on his family’s farm. Mitch showed pigs at the Shiawassee county fair for 12 years and later became a swine superintendent at the St. Clair County fair from 2018 to 2022.

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Q&As with Mitch

Mitch J.  Sovis

Tell us about yourself! 

Q: Where did you grow up?
A: I grew up in New Lothrop, MI

Q: Where did you go to college and what was your major?
A: Ferris State University as a Finance major

Q: Family Life?
A: I am the oldest of five kids (one brother and three sisters). My wife Julie and I met in August of 2018 and married on her birthday in March 2022.

Q: Where do you reside?
A: My wife and I live in Irving Park

Q: What do you enjoy outside the office?
A: Watching and attending sporting events, golfing, running, and working on the farm

Q: Favorite vacation?
A: Growing up, my family and I would often go to Hilton Head Island, SC.

Q: Where is someplace you have not been that you want to visit someday?
A: I would love to visit most of Europe, but focus on England and the Czech Republic

Q: Favorite meal?
A: Liver and Onions with sweet potato fries and the veggie of the day from Little Camille’s in Michigan

Q: What made you get in the financial planning profession?
A: I was always good at math growing up, but my dad was laid off when the Big 3 automakers failed in the late 2000’s. It wasn’t until college where I truly learned all the financial difficulties my father went through that wanted me to help people with their money.

Q: Pets?
A: Besides the countless pigs I had raised on the farm, my wife and I have 2 dogs

Q: Most influential financial book you have read?
A: The Millionaire Next Door by Thomas J. Stanley and William D. Danko

Q: Favorite places in Chicago?
A: Wrigley Field, Shedd Aquarium, or Lincoln Park Zoo