Eric Ayvazian is a Wealth Advisor Associate at Mission Wealth in Denver, CO, a nationally accredited wealth management firm.
Julian Scoglio
Julian Scoglio is a 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 Wealth Advisor Associate at Mission Wealth, a nationally accredited wealth advisory firm.
Daniel Montgomery
Daniel Montgomery is a Wealth Advisor Associate at Mission Wealth, a nationally accredited wealth management firm.
Patrick Collins
Pat Collins is a Wealth Advisor Associate at Mission Wealth, an award-winning, national wealth management advisory firm.
Daniele Beasley
Daniele Beasley is a Wealth Advisor at Mission Wealth, a nationally accredited wealth management and financial planning firm.
Austin Roberts
Austin Roberts is a 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 Wealth Advisor Associate at Mission Wealth, an award-winning wealth management and financial planning company.
Daniel Friedman
Daniel Friedman is a 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 Wealth Advisor at Mission Wealth, an award-winning wealth management company serving families nationwide.
Mathias Silberstein
Mathias Silberstein is a Wealth Advisor Associate at Mission Wealth, a nationally award-winning wealth management company.
Marites Blair
Marites Blair is a Wealth Advisor Associate at Mission Wealth, a nationally recognized registered investment advisor.
Nathaniel Dodd
Nathaniel Dodd is a Wealth Advisor at Mission Wealth, an award-winning wealth management company.
Brooke Bees
Brooke Bees is a Senior Wealth Advisor at Mission Wealth, an award-winning wealth management company that specializes in financial planning.
Michael Dittamo
Michael Dittamo is a Wealth Advisor Associate at Mission Wealth, a nationally award-winning wealth management company.
Herb Gebhart
Herb Gebhart is a Wealth Advisor at Mission Wealth, an award-winning wealth management company.
Allyn Hughes
Allyn Hughes is the Director of Risk Management at Mission Wealth, an award-winning wealth management and financial planning company.
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 Senior Wealth Advisor Associate at Mission Wealth, a nationally recognized registered investment advisor.
Peter Ahrens
Peter Ahrens is a Wealth Advisor at Mission Wealth, an award-winning wealth management company.
Braydan Meyers
Braydan MeyersAAMS™, AWMA™Wealth Advisor AssociateGreensboro(336) 355-3069CONTACT BRAYDAN”I firmly believe that as a personal financial planner, I have the power to make a meaningful impact in the lives of others. Witnessing the direct effects of my work, whether it’s assisting a client in purchasing their dream home, funding their child’s education, or building a secure retirement nest egg – it is …
Ryan Miller
Ryan Miller is a Senior Wealth Advisor Associate 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 Senior Wealth Advisor Associate at Mission Wealth, an award-winning wealth management company that specializes in comprehensive and holistic financial planning.
Ethan Cooper
Ethan CooperCFP®Senior Wealth AdvisorScottsdale, Tucson602-855-9355CONTACT ETHAN”As a Senior Wealth Advisor in the Scottsdale area, I love the work that I do. Every day, I have the opportunity to help my clients achieve their financial goals and build the financial futures they deserve. I find it incredibly rewarding to work with people from all walks of life and help them navigate …
Griffin Kent
Griffin Kent is a Senior Wealth Advisor Associate at Mission Wealth, a nationally award-winning wealth management company.
Herb Flores
Herb Flores is a Wealth Advisor at Mission Wealth, an award-winning financial planning and wealth management company.
Matt Murphy
Matt MurphyCFP®Partner and Senior Wealth AdvisorGoodyear(623) 872-3333CONTACT MATTMatt MurphyCFP®Partner and Senior Wealth AdvisorGoodyear(623) 872-3333CONTACT MATT”Helping clients navigate complex financial decisions and build a secure future for themselves and their families is deeply rewarding to me. I believe that building strong relationships with my clients is key to delivering exceptional service, and I take the time to understand their unique needs …
Phyllis Lancaster
Phyllis LancasterCFP®Partner and Senior Wealth AdvisorGreensboro336-676-6900CONTACT PHYLLISPhyllis LancasterCFP®Partner and Senior Wealth AdvisorGreensboro336-676-6900CONTACT 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 closely with my clients, getting to know them on a …
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 SweeneyCFP®Senior Wealth AdvisorBoston(617) 227-4743CONTACT JARED”Having nearly two decades of experience in finance, my passion for helping clients stems from my mentor who taught me to prioritize their needs. I develop strong relationships with clients, crafting personalized solutions based on their unique backgrounds and aspirations, guiding them towards a successful financial future.” Jared Sweeney is an accomplished Senior Wealth Advisor …
Cole Haddock
Cole Haddock is a Wealth Advisor at Mission Wealth, an award-winning comprehensive and holistic wealth management company.
Jesse Pantano
Jesse Pantano is a Senior Wealth Advisor at Mission Wealth and oversees our entire team and growth in the Southeast Region of the U.S.
Sara Clark
Sara ClarkDirector of Client RelationshipsLos Angeles310-906-0628CONTACT SARA”I am passionate about helping clients in transition to be stewards of their family capital and to pursue wealth creation in their own right. I view wealth beyond the scope of assets that can be invested; I see wealth as the ability to effect change and to provide for the pursuit of passions.” Sara …
Shinaola Atoro
Shinaola Atoro is a Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Lisa Murphy
Lisa Murphy serves as a Wealth Advisor at Mission Wealth where she works closely with her clients in developing customized goal plans and portfolios based on each client’s unique set of circumstances and values.
Andrew Kulha
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.
Kristi Kearney
As a Client 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 senior wealth advisor at Mission Wealth, 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.
Brandon Baiamonte
Brandon Baiamonte is a Partner and the Director of Tax Strategy at Mission Wealth, an award-winning wealth management company that specializes in comprehensive and holistic financial planning.
Greg Prince
Greg Prince serves as a Senior Wealth Advisor for Mission Wealth. In this process, he becomes personally acquainted with the specific goals and financial lives of his clients and delivers planning, risk management and tax planning solutions to assist in the achievement of their long term goals.
Mia Parnell
Mia Parnell is a Wealth Advisor at Mission Wealth, an award-winning wealth management company.
Will Foley
Will FoleyMBA, CFP®, CDFA®Wealth AdvisorSeattle, San Francisco, Portland(805) 690-9002CONTACT WILLWill FoleyMBA, CFP®Wealth AdvisorSeattle, San Francisco, Portland, Salt Lake City(805) 690-9002CONTACT WILL”I thrive in an industry where I can be in a position to help others. Working at Mission Wealth allows me to further my passion for wealth management, as well as gaining fulfillment from helping clients improve their financial lives.” …
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.
Martina Mendoza
Martina Mendoza is a Senior Wealth Advisor Associate at Mission Wealth, an award-winning wealth management company.
Jose Monreal
As a Client Advisor, Jose 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.
Shane Meares
Shane Meares is a Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Joey S. Khoury
Joey 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.
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 delivers customized financial planning, risk management, and tax strategies to assist in his clients’ goal achievement.
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 Client 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 WoodringAWMA™Wealth AdvisorSeattle, San Francisco, Portland, Salt Lake City(435) 565-6966CONTACT PETEPete WoodringAWMA™Wealth AdvisorSeattle, San Francisco, Portland, Salt Lake City(435) 565-6966CONTACT PETE”Financial planning and wealth management is not just about managing money; it’s about helping people achieve their dreams and goals. Seeing my clients’ faces light up when we create a plan that aligns with their vision for the future is …
Amanda Thomas
Amanda Thomas is a Partner and the Director of Philanthropic Strategy at Mission Wealth, an award-winning wealth management company. In her role, Amanda guides and educates clients to formulate an effective philanthropic plan and discuss tax-efficient giving strategies that will establish a legacy of impact for future generations.
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 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 Client 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.
Jenna Rogers
Jenna RogersMS, CFP®, AAMS™, AWMA™Partner and Senior Wealth AdvisorSanta Barbara(805) 690-3909CONTACT JENNA”There’s nothing more rewarding than being told by a client that they feel educated and confident financially, thanks to my advice. It is truly the best thing I could ask for!” Jenna Rogers is a Partner and Senior Wealth Advisor at Mission Wealth, serving clients in Santa Barbara, California. …
Ryan Niedbalski
Ryan NiedbalskiCFP®, CLU®Partner and Senior Wealth AdvisorAustin, Houston, Dallas (512) 425-4868CONTACT RYAN“I’ve learned through my experience that financial planning is not just about investments, it is about adding value to my clients’ lives that goes far beyond the dollars and cents. Seeing the positive impact of our work on our clients’ lives and their families brings an immense sense of …
Jessica Mora
Jessica MoraCFP®, ABFPSM, BFATMPartner and Senior Wealth AdvisorNew York, Los AngelesNew York: (917) 745-3731; California: (805) 690-9074CONTACT 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 my ultimate mission.” Jessica Mora, …
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 HoltCFP®Wealth AdvisorSanta Barbara(805) 690-3879CONTACT SHANEShane HoltCFP®Wealth AdvisorSanta Barbara(805) 690-3879CONTACT SHANE”It is truly a privilege to be a member of a team of highly committed professionals who are dedicated to providing compassionate and comprehensive financial advice to our clients. Working collaboratively, we leverage our collective expertise to develop tailored solutions that meet each client’s unique needs and objectives. It is …
Mitchell Grushen
Mitch Grushen is a Senior Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Rick D. Gonzalez
Rick D. GonzalezMBA, CFP®, CIMA®, AWMA™Partner and Senior Wealth AdvisorLos Angeles(310) 865-5817CONTACT RICKRick D. GonzalezMBA, CFP®, CIMA®, AWMA™Partner and Senior Wealth AdvisorLos Angeles(310) 865-5817CONTACT 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 …
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.
Dannell Stuart
Dannell Stuart is the President and a Partner at Mission Wealth, an award-winning wealth management company that specializes in comprehensive and holistic financial planning.
Andy Penso
As a Partner and Chief Business Development Officer at Mission Wealth, 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 GaggsMS, CFP®Partner and Senior Wealth AdvisorSanta Barbara(805) 690-3904CONTACT GEOFF”I find so much joy in my job because I get to help people every day. My main focus is to provide expert guidance to my clients, so they can make well-informed financial decisions and feel secure about their financial well-being. Ultimately, it’s about helping them reach their life goals with …
Brad Stark
Brad Stark is Co-Founder and Chief Strategy Officer at Mission Wealth, an award-winning wealth management company.