Year-end Tax Insights!
Steven R. Smith
Steven Smith is a Special Advisor at Mission Wealth, an accredited wealth and investment management firm.
Megan Nuttelman
Megan Nuttelman is a Wealth Advisor at Mission Wealth, an accredited wealth and investment management firm.
Allison Modrak
Allison Modrak is a Wealth Advisor at Mission Wealth, an accredited wealth and investment management firm.
Adam Silva
Adam Silva is a Wealth Advisor at Mission Wealth, an accredited wealth and investment management firm.
Luke White
Luke White is a Wealth Advisor Associate Intern at Mission Wealth, an accredited wealth and investment management firm.
Amanda Avila
Amanda Avila is a Wealth Advisor Associate at Mission Wealth, an accredited wealth and investment management firm.
Adam Broughton
Adam Broughton is a Partner and Wealth Advisor at Mission Wealth, an accredited wealth and investment management firm.
Ryan Hublitz
Ryan Hublitz is a Wealth Advisor Associate Intern at Mission Wealth, an award-winning wealth management and financial planning company.
Cole Bechtel
Cole Bechtel is a Wealth Advisor Associate Intern at Mission Wealth, an award-winning wealth management and financial planning company.
Kate Bland
Kate Bland is a Wealth Advisor Associate Intern at Mission Wealth, an award-winning wealth management and financial planning company.
Jay Smith
Jay Smith is a Senior Wealth Advisor at Mission Wealth, an award-winning wealth management company.
Taylor Monson
Taylor Monson is a Wealth Advisor Associate at Mission Wealth, an accredited wealth and investment management firm.
Kaleo Fernandez
Kaleo Fernandez is a Wealth Advisor Associate at Mission Wealth, an accredited wealth and investment management firm.
Creede Murphy
Creede Murphy is a Wealth Advisor at Mission Wealth, an accredited wealth and investment management firm.
Leo Lueddemann
Leo Lueddemann is a Wealth Advisor Associate at Mission Wealth, an accredited wealth and investment management firm.
Matt Harris
Matt Harris is a Senior Wealth Advisor at Mission Wealth, an award-winning wealth management company.
Robert J. Pyle
Robert J. Pyle is a Partner and Senior Wealth Advisor at Mission Wealth, an award-winning wealth management firm.
Matthew J. Pyle
Matthew J. Pyle is a Wealth Advisor Associate at Mission Wealth, an award-winning wealth management firm.
Jeff Fisher
Jeff Fisher is a Wealth Advisor Associate at Mission Wealth, an accredited wealth and investment management firm.
Sean Pitstick
Sean Pitstick is a Wealth Advisor Associate at Mission Wealth, an accredited wealth and investment management firm.
Edwin Retter
Edwin Retter is a Partner and Senior Wealth Advisor at Mission Wealth, a nationally award-winning wealth management company.
Madeline Buckley
Madeline Buckley is a Wealth Advisor Associate Intern at Mission Wealth, an award-winning wealth management and financial planning company.
Sam Stone
Sam Stone is a Wealth Advisor Associate at Mission Wealth, an award-winning wealth management firm.
Sarah Hamilton
Sarah Hamilton is a Partner and Senior Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Macy Teer
Macy Teer is a Wealth Advisor Associate at Mission Wealth, an award-winning wealth management and financial planning company.
Owen McBryan
Owen McBryan is a Wealth Advisor Associate Intern at Mission Wealth, an award-winning wealth management and financial planning company.
Robert Himmelman
Robert Himmelman is a Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Sara Wilkerson
Sara Wilkerson is a Senior Wealth Advisor Associate for Mission Wealth, a national award-winning wealth management firm.
Andrew Strong
Andrew Strong is a Wealth Advisor Associate at Mission Wealth, an award-winning wealth management and financial planning company.
Jeremy Cumbee
Jeremy Cumbee is a Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Joshua Vaughan
Joshua Vaughan is a Senior Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Jacob Mortensen
Jacob Mortensen CFP®Wealth Advisor Gig Harbor, Seattle, Portland (253) 448-3909 CONTACT Jacob Mortensen”I love to empower people to live confidently and to focus on what brings them joy, and by providing tailored financial advise, I hope to provide them financial clarity and peace of mind.” As a Wealth Advisor at Mission Wealth, Jacob Mortensen works closely with clients to understand …
Polly Hamm
Polly Hamm is a Wealth Advisor for Mission Wealth, a national award-winning wealth management firm.
Timothy Brown
Timothy Brown is a Partner and Senior Wealth Advisor for Mission Wealth, a national award-winning wealth management firm.
Emma Walley
Emma Walley is a Wealth Advisor Associate for Mission Wealth, a national award-winning wealth management firm.
Scott Ranby
Scott Ranby is a Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Paige Pickar Guinn
Paige Guinn is a Wealth Advisor at Mission Wealth, a nationally accredited wealth and financial management firm.
Toby Whitby
Toby Whitby is a Partner and Senior Wealth Advisor at Mission Wealth and provides financial services to clients in and around Houston, Texas.
Donnie Roberts
Donnie Roberts is a Partner and Senior Wealth Advisor at Mission Wealth and serves clients in Houston, Texas and the surrounding area.
Cameron Enriquez
Cameron Enriquez is a Senior Wealth Advisor Associate at Mission Wealth, an award-winning wealth and investment management firm.
Victoria Wessler
Victoria Wessler is a Wealth Advisor Associate at Mission Wealth, an award-winning wealth management firm.
Analisa Martin
Analisa Martin is a Wealth Advisor Associate at Mission Wealth, an award-winning wealth management firm.
Annie DeMore
Annie DeMore is a Wealth Advisor Associate at Mission Wealth, an award-winning wealth management company.
Kyle Humphreys
Kyle Humphreys is a Senior Wealth Advisor Associate at Mission Wealth, a nationally accredited wealth management and financial planning firm.
Joyce L. Franklin
Joyce L. Franklin is a Partner and Senior Wealth Advisor at Mission Wealth, an award-winning wealth and investment management firm.
Tarren Schaar
Tarren Schaar is a Wealth Advisor at Mission Wealth, an award-winning wealth and investment management firm.
Cray J. Coppins III
Cray J. Coppins III is a Partner and Senior Wealth Advisor at Mission Wealth, a national wealth management firm, serving all of Illinois.
Eric Ayvazian
Eric Ayvazian is a Senior Wealth Advisor Associate at Mission Wealth in Denver, CO, a nationally accredited wealth management firm.
Julian Scoglio
Julian Scoglio is a Senior Wealth Advisor Associate at Mission Wealth, a nationally accredited wealth management company.
Emilija Ilic
Emilija Ilic is a Wealth Advisor Associate at Mission Wealth, a nationally accredited wealth management company.
Danny Mercado
Danny Mercado is a Senior Wealth Advisor Associate at Mission Wealth, a nationally accredited wealth management firm.
Daniel Montgomery
Daniel Montgomery is a Senior Wealth Advisor Associate at Mission Wealth, a nationally accredited wealth management firm.
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.
Austin Roberts
Austin Roberts is a Senior Wealth Advisor Associate at Mission Wealth, a registered investment advisor, and serves clients in Santa Barbara.
Jon DeMoss
Jon DeMoss is a Senior Wealth Advisor for Mission Wealth, a national award-winning wealth management firm.
Evan Elig
Evan Elig is a Senior Wealth Advisor Associate at Mission Wealth, an award-winning wealth management and financial planning company.
Daniel Friedman
Daniel Friedman is a Senior Wealth Advisor Associate at Mission Wealth, an award-winning comprehensive and holistic wealth management company.
G. Andrew Conway
Andrew Conway is a Wealth Advisor at Mission Wealth, a nationally award-winning wealth management company.
Carroll W. “Bill” Hayes
Carroll W. “Bill” Hayes is a Partner and Senior Wealth Advisor at Mission Wealth, a nationally award-winning wealth management company.
Byron Valles
Byron Valles is a Senior Wealth Advisor at Mission Wealth, an award-winning wealth management company serving families nationwide.
Mathias Silberstein
Mathias Silberstein is a Senior Wealth Advisor Associate at Mission Wealth, a nationally award-winning wealth management company.
Marites Blair
Marites Blair is a Wealth Advisor at Mission Wealth, a nationally recognized registered investment advisor.
Nathaniel Dodd
Nathaniel Dodd is a Senior Wealth Advisor at Mission Wealth, an award-winning wealth management company.
Michael Dittamo
Michael Dittamo is a Senior Wealth Advisor Associate at Mission Wealth, an award-winning wealth management and investment management firm.
Gary Brooks
Gary Brooks is a Partner and Senior Wealth Advisor at Mission Wealth, an award-winning wealth management company.
Oliver Schulten
Oliver Schulten is a Wealth Advisor at Mission Wealth, a nationally recognized registered investment advisor.
Peter Ahrens
Peter Ahrens is a Senior Wealth Advisor at Mission Wealth, an award-winning wealth management company.
Braydan Meyers
Braydan Meyers is a Wealth Advisor at Mission Wealth, an award-winning, comprehensive, and holistic wealth management company.
Ryan Miller
Ryan Miller is a Wealth Advisor at Mission Wealth, an award-winning comprehensive and holistic wealth management company.
Mary Voll Miller
Mary Voll Miller is a Partner and Senior Wealth Advisor at Mission Wealth, serving clients in Austin, Houston, and Dallas area.
Alison Miller
Alison is a Wealth Advisor at Mission Wealth, an award-winning wealth management company that specializes in comprehensive and holistic financial planning.
Ethan Cooper
Ethan Cooper is a Partner and Senior Wealth Advisor at Mission Wealth, an award-winning wealth management company specializing in financial planning.
Griffin Kent
Griffin Kent is a Wealth Advisor at Mission Wealth, a nationally award-winning wealth management company.
Phyllis Lancaster
Phyllis Lancaster CFP®Partner and Senior Wealth Advisor Greensboro (336) 676-6900 CONTACT PHYLLISPhyllis Lancaster CFP®Partner and Senior Wealth Advisor Greensboro (336) 676-6900 CONTACT PHYLLIS”Wealth management is more than just numbers, it’s about helping people achieve their dreams and providing them with the peace of mind that comes with having a solid financial plan in place. I love being able to work …
Susan Rizzi
Susan Rizzi is a Partner and Client Advisor at Mission Wealth, an award-winning wealth management company that specializes in comprehensive and holistic financial planning.
Jared Sweeney
Jared Sweeney is a Partner and Senior Wealth Advisor at Mission Wealth, a nationally award-winning wealth management company.
Cole Haddock
Cole Haddock is a Partner and Senior Wealth Advisor at Mission Wealth, an award-winning comprehensive and holistic wealth management company.
Jesse Pantano
Jesse Pantano is a Partner and Managing Director at Mission Wealth and oversees our entire team and growth in the Southeast Region of the U.S.
Shinaola Atoro
Shinaola Atoro is a Senior Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Lisa Murphy
Lisa Murphy serves as a Partner and Senior Wealth Advisor at Mission Wealth, working with clients in developing customized goal plans and portfolios based on each client’s unique set of circumstances and values.
Kristi Kearney
As a Partner and Senior Wealth Advisor, Kristi delivers customized financial planning, risk management and tax planning solutions to assist her clients in making their dreams a reality.
Keaton Krutenat
Keaton Krutenat is a Wealth Advisor at Mission Wealth, an award-winning wealth management company serving clients in Santa Barbara.
Stephanie Bruno
Stephanie Bruno serves as a Partner and Client Advisor for Mission Wealth. She delivers customized financial planning, risk management, and tax strategy solutions to business owners, professionals, and retirees.
Mark Herman
As a Partner and Senior Wealth Advisor, Mark becomes personally acquainted with the specific goals and financial lives of his clients and then delivers customized financial planning, risk management, and tax strategies to assist in their goal achievement.
Greg Prince
Greg Prince is a Partner and Senior Wealth Advisor at Mission Wealth, an award-winning wealth management company.
Mia Cattaneo
Mia Cattaneo is a 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.
Jorie Pitt
Jorie works with clients to build comprehensive financial plans and manage their investment portfolios. Each financial plan is personalized to the client and is designed to help them meet their unique financial goals. Jorie enjoys her work as a Wealth Advisor because of the deep relationships she is able to form with her clients. She enjoys listening and engaging in discussions with her clients about their life, their goals and their dreams. Her favorite part of the job is receiving a phone call letting her know that a client has achieved an important goal.
Jose Monreal
Jose Monreal is a Partner and Senior Wealth Advisor at Mission Wealth, a nationally award-winning wealth management and financial planning company.
Shane Meares
Shane Meares is a Senior Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Joey S. Khoury
Joey Khoury is a Partner and Senior Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Tricia Fahnoe
Tricia Fahnoe is a Partner and Senior Wealth Advisor for Mission Wealth, an award-winning wealth management company.
Claudia Arnold
Claudia Arnold serves as a Senior Wealth Advisor for Mission Wealth. In this process, she becomes intimately acquainted with the specific goals and financial lives of clients and then delivers customized financial planning, risk management and tax planning solutions to assist in their goal achievement.
Bryant Merryman
Bryant Merryman is a Partner and Senior Wealth Advisor at Mission Wealth, a nationally recognized wealth management firm, serving the Chicago, Illinois, and surrounding areas.
Wes Patton
Wes becomes intimately acquainted with the specific goals and financial lives of his clients and then delivers customized financial planning, risk management and tax planning solutions to assist in their goal achievement.
Eric Smith
Eric Smith is a Partner and Senior Wealth Advisor at Mission Wealth, an award-winning wealth management company.
Skyler Kraemer
Skyler Kraemer is a Partner and Managing Director at Mission Wealth, an award-winning wealth management company.
Jeremy Ragar
Jeremy serves as a Partner Senior Wealth Advisor for Mission Wealth. In this role, he becomes personally acquainted with the specific goals and financial lives of his clients and delivers planning, customized investment approaches, and personalized tax strategies to assist in the achievement of their long-term goals.
Pete Woodring
Pete Woodring is a Senior Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Kristen Taylor
Kristen Taylor is a Partner and Senior Wealth Advisor at Mission Wealth, serving clients in the San Francisco, California and surrounding Bay Area.
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.
Julianna Rote
Julianna Rote serves as a Partner and Senior Wealth Advisor for Mission Wealth. In this process, she becomes intimately acquainted with the specific goals and financial lives of clients and then delivers customized financial planning, asset protection, and tax planning solutions to assist in their goal achievement.
Jenna Rogers
Jenna Rogers is a Partner and Managing Director at Mission Wealth, a nationally award-winning wealth management company.
Ryan Niedbalski
Ryan Niedbalski is a Partner and Managing Director at Mission Wealth, an award-winning wealth management company.
Jessica Mora
Jessica Mora CFP®, ABFPSM, BFATMPartner and Senior Wealth Advisor Manhattan, Melville, Los Angeles New York: (917) 745-3731; California: (805) 690-9074 CONTACT JESSICA”I have a true passion for helping clients navigate the complex world of finance. I am able to guide clients in answering some of life’s biggest questions and ultimately help them achieve their financial goals. Seeing my clients succeed is …
Rory Macdonald
Rory Macdonald serves as a Partner and Senior Wealth Advisor for Mission Wealth. Rory becomes intimately acquainted with the specific goals and financial lives of clients and then delivers customized financial planning, asset protection and tax planning solutions to assist them in making their dreams a reality.
Shane Holt
Shane Holt is a Senior Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Mitchell Grushen
Mitch Grushen is a Partner and Senior Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Rick D. Gonzalez
Rick D. Gonzalez MBA, CFP®, CIMA®, AWMA™Partner and Senior Wealth Advisor Los Angeles (310) 865-5817 CONTACT RICK”My greatest priority is to be a pillar of support for my clients and their families. I take pride in offering guidance on how to prioritize their needs, realize their goals, and fulfill their dreams. Seeing my clients succeed and thrive brings me immense …
Jeff Avila
Jeff Avila is a Partner and serves as a Client Advisor for Mission Wealth. He works to understand client needs and develops investment, estate, and financial planning strategies to best meet clients’ current and long-term goals.
Steve Caltagirone
Steve Caltagirone is a Partner and Managing Director for Mission Wealth, an award-winning wealth management company.
Andy Penso
As a Partner and Managing Director, Andy Penso is responsible for delivering customized financial planning, risk management and tax planning solutions to high net worth clients in order to help them achieve their personal and financial goals.
Geoff Gaggs
Geoff Gaggs is a Partner and Senior Wealth Advisor at Mission Wealth, an award-winning wealth management and investment management firm.