As Mission Wealth proudly enters our 25th year of providing exceptional wealth management services, we are thrilled to announce our 2025 Partner Class. These eleven outstanding individuals represent the next chapter in Mission Wealth’s client-centric service model, contributing to the firm’s legacy of innovation and industry leadership.
The 2025 Partner Class includes:
- Sara Clark, Chief Client Officer
- Ethan Cooper, Senior Wealth Advisor
- Davis Edwards, Director of Data and Analytics
- Mitchell Grushen, Senior Wealth Advisor
- Joey Khoury, Senior Wealth Advisor
- Andrew Kulha, Director of Estate Strategy
- Jose Monreal, Senior Wealth Advisor
- Jesse Pantano, Senior Wealth Advisor
- Greg Prince, Senior Wealth Advisor
- Eric Smith, Senior Wealth Advisor
- Jared Sweeney, Senior Wealth Advisor
Each Partner exemplifies Mission Wealth’s core values by being caring, growth-minded, adaptable, and committed. Their leadership will help guide the firm’s ambitious plans for 2025 and beyond, including the rollout of MissionForward, a next-generation app designed for tech-savvy investors seeking tailored financial advice in a modern, accessible format.
The Mission Wealth Partner Group now consists of 49 professionals.
Matthew Adams, CEO of Mission Wealth, expressed his excitement about the announcement: “As we celebrate our 25th anniversary, I couldn’t be more proud to welcome this exceptional group of leaders to our partnership. Their commitment to our clients and innovative spirit reflects the values that have defined Mission Wealth since day one. The future is very bright at Mission Wealth, and I couldn’t be happier that our firm continues to grow and thrive.”
This announcement comes as Mission Wealth surpassed another milestone—over $10 billion in assets under management. The firm’s continued growth underscores its unwavering commitment to delivering award-winning financial planning, investment management, and wealth advisory services. As the firm celebrates its 25th anniversary, Mission Wealth is doubling down on its mission to provide caring advice that empowers people to realize true wealth.
“We are thrilled to announce the promotion of these 11 exceptional individuals to the partner level at Mission Wealth. These team members have been instrumental in driving our success and delivering outstanding client experiences throughout their tenure with us,” said Dannell Stuart, Mission Wealth’s President. “Their leadership, dedication, and unwavering commitment to our clients have made a significant impact, and they will continue to be key players in shaping the future of our firm. We are incredibly fortunate to have them as part of our team, and both our clients and fellow team members will undoubtedly benefit from their continued contributions.”
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Guidance For Your Full Financial Journey
Through our comprehensive platform and expertise, Mission Wealth can guide you through all of life's events, including retirement, investment planning, family planning, and more. You will face many financial decisions. Let us guide you through your options and create a plan.
Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. We are fiduciaries, and our holistic planning process provides clarity and confidence. For more information on Mission Wealth, please visit missionwealth.com.
To meet with a Mission Wealth financial advisor, contact us today at (805) 882-2360.
MISSION WEALTH IS A REGISTERED INVESTMENT ADVISOR. 00645188 01/25
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