John Wernz
Based in Minneapolis, John provides strategic marketing guidance, helping the team connect brand, growth, content, and client-development initiatives.
Ways to Connect
At Mission Wealth, John Wernz plays a pivotal role in guiding the firm’s growth, innovation, and brand positioning by advising internal teams on emerging trends, strategic priorities, and opportunities to enhance client impact.
With a deep understanding of the wealth management landscape and the evolving needs of our clients, John helps shape initiatives that align with Mission Wealth’s long-term vision. He brings fresh insight, industry awareness, and forward-thinking strategies to drive firmwide innovation and differentiation.
This partnership brings vital resources and additional intellectual capital to our firm, enabling us to serve clients in new ways, accelerate our organic growth initiatives, bolster our mergers and integrations team, and further invest in our technology stack. - Matthew Adams, CEO of Mission Wealth
Professional Background
Mr. Wernz is an Entrepreneur-in-Residence at Great Hill Partners, a leading growth-equity private equity firm focusing on growth opportunities in the RIA and Fintech segments. He is also extremely active in the Wealthtech and Fintech segments as an investor and advisor. He is a co-founder and currently serves as an Executive Director for Datalign, a wealth technology company connecting individuals to financial advisors. He also serves on the advisory board of Testimonial IQ and is a member of the Board of Directors of Choice Bank, a leader in FinTech processing.
Prior to Great Hill Partners, John spent 13 years as the Chief Marketing and Chief Growth Officer of Wealth Enhancement Group (WEG), one of the fastest growing financial planning groups in the United States. During his decade-plus at WEG, Mr. Wernz developed and executed multichannel organic and inorganic growth strategies, resulting in the firm’s expansion from under $2 billion in AUM to over $55 billion. Previously, he led Marketing Architects, a national marketing agency that specializes in customer acquisition programs in the financial services industry serving firms such as Fisher Investments, Trust & Will and SmartAsset. Mr. Wernz earned a degree in Finance from Gustavus Adolphus College.
John is a frequent industry contributor on all things organic growth. He is a proud husband and father to two children. He and his family reside in Minneapolis, MN where he is a partner in an award-winning craft brewery.
Media & Speaking Engagements
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The WealthStack Podcast: AIu2019s Role in RIA Growth with John Wernz (opens in a new window)
WealthManagement.com | June 2026
Media & Speaking Engagements
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The WealthStack Podcast: AIu2019s Role in RIA Growth with John Wernz (opens in a new window)
WealthManagement.com | June 2026
Connect with us.
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Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor