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Channing F. Mitzell, CFP®Co-Founder and Managing Principal39 years of service

Channing F. Mitzell, CFP®
Co-Founder and Managing Principal
39 years of service

A graduate of Culver Military Academy and Purdue University, “Chap” serves as Co-Founder and Managing Principal of Windsor Wealth Management. He originated the idea for the firm, co-founded it in 1986, and initially created its (individual client) business development, marketing and operational processes.

Since Chap’s start in the profession, he has advised hundreds of individuals with their individual needs, wants and wishes. Showing clients the appropriate path to their goals while monitoring their path over time is a very rewarding process. Chap enjoys making a difference in his client’s situations.

Chap has been continuously engaged in the financial management/personal finance industry since 1983 when he began his career as a participant at one of CIGNA Corporation’s six fee-based “test markets” in Houston, Texas. In September 1985, he was nationally recognized as one of the top five financial counselors among his CIGNA peers. More recently, Chap was invited to the 2015, 2016 and 2017 Barron's Top 500 Advisors Forum. This is an invitation-only event from Barron's, where the nation's top independent financial advisors gather for an exclusive chance to share ideas, grow professionally, and network amongst their peers.

A Certified Financial Planner (CFP) since 1989, Chap was admitted to the Registry of Financial Planning Practitioners in 1988, before its transfer to the CFP Board of Standards on Dec. 31, 1994. From 1992 to 1994, he served two consecutive terms as President of the Indianapolis Chapter of the International Association for Financial Planning (IAFP). (It is now called the Financial Planning Association - FPA.) During 1992-1994, he was also the IAFP Liaison to the Indianapolis Chapter of the Institute of Certified Financial Planners (ICFP).

A previous author of periodic columns in the special financial planning section of the Indianapolis Business Journal, Chap also has acted as a resource of financial services industry information for the Indianapolis Star. He participated and served as a panel speaker at the J.P. Morgan 1st and 2nd Annual Wealth Symposiums at West Palm Beach, FL and at New York City respectively. From 2009 through 2016, Chap was named to the Indianapolis Monthly list of Five Star Wealth Managers. Chap has served on the Board of Trustees of Indianapolis’ Orchard School, Jameson Camp, and the Culver Education Foundation. He is a Past-President of the Culver Summer School Alumni Association (CSSAA). In addition, he has also served on the Planned Giving Committees of the Indianapolis Children’s Museum, Park Tudor School and the IU Medical School Foundation.

Chap lives in Westfield with his wife, Sallie Jo. Together, Chap and Sallie Jo have three adult children: Karen, Katherine and Channing.


Windsor Professional Recognition Disclosures

 Barron’s Top 500 Advisors Forum

This is an invitation-only event from Barron's, where the nation's top independent financial advisors gather for an exclusive chance to share ideas, grow professionally, and network amongst their peers.

Windsor is not affiliated with Barron’s.

 Indianapolis Monthly’s list of Five Star Wealth Advisors

Five Star Wealth Managers awards are given to industry qualified advisors that meet 10 objective eligibility and evaluation criteria associated with providing quality services to clients.

Eligibility Criteria – Required

  1. Credentialed as an investment advisory representative (IAR) or a registered investment advisor.
  2. Actively employed as a credentialed professional in the financial services industry for a minimum of 5 years.
  3. Favorable regulatory and complaint history review.
  4. Fulfilled their firm review based on internal firm standards.
  5. Accepting new clients.

Evaluation Criteria - Considered

  1. One-year client retention rate.
  2. Five-year client retention rate.
  3. Non-institutional discretionary and/or non-discretionary client assets administered.
  4. Number of client households served.
  5. Education and professional designations.

Windsor is not affiliated with Indianapolis Monthly or Five Star Professional. Windsor did not pay a fee to be considered for inclusion.