This annual survey is performed by Financial Advisor Magazine as a means of measuring growth among independent advisors across the U.S. Firms must be registered investment advisors and provide financial planning and/or related services to individual clients.
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.
Mission Wealth is pleased to announce that we have been named one of Inc. magazine’s Best Workplaces for 2018 with standout employee engagement. This is the publication’s third annual national ranking in the fast-growing private company sector.
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.
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.
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.
Dannell Stuart, a Client Advisor and a Partner with Mission Wealth, tells of her lifelong love of travel, her interest in a certain Irish rock band and the satisfaction she feels being in the position to help others in her career.
Last month, Mission Wealth was honored to sponsor Hospice and Palliative Care Specialist Dr. BJ Miller through UCSB Arts & Lectures. A video of his January 11, 2018 conversation with Pico Iyer at UCSB’s Campbell Hall is available below.
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.
Mission Wealth recently joined Kids Helping Kids for their 10th Annual Gala Celebration which featured grammy nominated and chart-topping rock band, NEEDTOBREATHE.