Year-end Tax Insights!
Andrew Strong
Andrew Strong is a Wealth Advisor Associate at Mission Wealth, an award-winning wealth management and financial planning company.
Daniele Beasley
Daniele Beasley is a Senior Wealth Advisor at Mission Wealth, a nationally accredited wealth management and financial planning firm, serving clients in Santa Barbara.
Michael Dittamo
Michael Dittamo is a Senior Wealth Advisor Associate at Mission Wealth, an award-winning wealth management and investment management firm.
Greg Prince
Greg Prince is a Partner and Senior Wealth Advisor at Mission Wealth, an award-winning wealth management company.
Will Foley
Will Foley is a Partner and Senior Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Brian Sottak
Brian Sottak serves as a Partner and Senior Managing Director for Mission Wealth. He manages the Southwest regional teams, delivering customized investment management, financial planning, risk management, and tax strategy solutions to business owners, professionals, and retirees. Brian is also a member of the Mission Wealth Investment Committee.
Shane Holt
Shane Holt is a Senior Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.