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Spotlight on the Team: Jenna Rogers

In Articles, Firm Announcements by Mission Wealth

Mission Wealth’s Spotlight on the Team for June is Client Advisor Jenna Rogers. This month marks her 10-year anniversary with Mission Wealth! In this interview, Jenna reveals how traveling played a formative role in her life and why taking trips is key to refreshing her perspective. In her role as an advisor with the firm, Jenna becomes intimately acquainted with the specific goals and financial lives of her clients and then delivers customized financial planning, risk management and tax planning solutions to assist in their goal achievement.

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Spotlight on the Team: Ryan Niedbalski

In Articles, Firm Announcements by Mission Wealth

Client Advisor Ryan Niedbalski is the focus of our spotlight for the month of May. In his role at the firm, he works to understand client needs and develops investment, estate, and financial planning strategies to best meet clients’ current and long-term goals. He takes pride in helping clients learn how to put their hard-earned savings to work and see their legacies develop. An alum and a lifelong fan of Louisiana State University, Ryan is busy on autumn Saturdays watching Tiger games.

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Spotlight on the Team: Jeff Avila

In Articles, Firm Announcements by Mission Wealth

A client advisor with Mission Wealth, Jeff Avila joined because of the firm’s culture of focusing on helping clients improve their financial outcomes. Jeff, who is a California native and father of two teenagers, prides himself on his ability to go above and beyond to serve his clients.

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Spotlight on the Team: Geoff Gaggs

In Articles, Firm Announcements by Mission Wealth

This month’s Spotlight on the Team is on Partner and Client Advisor Geoff Gaggs. In this interview, he tells us a little about his outlook on life and how he started working with Mission Wealth way back in 2000. We also learn about his enjoyment of sports with his kids, travel and wine.

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Kicking off the Year With Women’s Fund of Santa Barbara

In Articles, Firm Announcements by Mission Wealth

Mission Wealth is a proud corporate sponsor of the Women’s Fund again this year. Our Director of Marketing Michelle Wisniewski (a new member of 2018), and Lead Advisor and Partner Dannell Stuart (a member since 2010), both attended the member kickoff event and stopped for a photo with Chairs Shelley Hurst and Sandy Schoolfield at Garden Court in Santa Barbara.