As the Director of Estate Strategy at Mission Wealth, Andrew Kulha leads the Estate department in identifying and developing estate planning and legacy solutions that benefit our client base throughout the country.
Jenny Lamson
As a Client Service Representative, Jenny works closely with her team of Client Advisors to prepare new account paperwork and perform ongoing account maintenance for clients
Alexia Soto
Alexia SotoInvestment Operations Associate(805) 882-2360CONTACT ALEXIA”Being a part of Mission Wealth lets me channel my passion for helping others into ensuring our clients reach their financial goals. Every day, I feel lucky to be in a role where I can make a difference and offer top-notch service.” Alexia Soto is an Investment Operations Associate at Mission Wealth and plays a …
Jessica Neves
Jessica Neves is a Partner and the Director of Human Resources and serves to develop and implement Mission Wealth’s human resources strategy.
Alejandro Segovia
Alejandro is a Senior Investment Associate at Mission Wealth, an award-winning wealth management company that specializes in comprehensive and holistic financial planning.
Michelle Winkles
Michelle Winkles is Partner and Chief Marketing Officer at Mission Wealth, an award-winning wealth management company that specializes in comprehensive and holistic financial planning.
Diane Williamson
Diane Williamson is the Chief Operating Officer for Mission Wealth. She is a member of the firm’s Executive Committee and is responsible for developing and implementing the firm’s policies and procedures with an emphasis on compliance and regulatory issues.
Renee Hennessee
Renee is a Partner and Chief Technology Officer at Mission Wealth, an award-winning wealth management company that specializes in comprehensive and holistic financial planning.
Aimee Gibbings
Aimee Gibbings serves as an Operations Manager with Mission Wealth. Aimee works closely with her team of Client Advisors to prepare new account paperwork and perform ongoing account maintenance for clients.
Greg Smith
Greg Smith is the Compliance Specialist at Mission Wealth and assists the Chief Compliance Officer and Strategy team with ensuring the firm complies with the various securities laws and regulations.
Kieran Osborne
Kieran Osborne is a Partner and the Chief Investment Officer at Mission Wealth. He is responsible for portfolio management, trading, analysis, and research functions.
Seth Streeter
Seth Streeter is Founder and Chief Impact Officer of Mission Wealth, an award-winning wealth management and financial planning company.