Sara Clark is a Partner and the Chief Client Officer at Mission Wealth and is responsible for leading firm initiatives and special projects.
Nicole Madosik
Nicole Madosik is a Partner and the Director of Mergers & Integrations at Mission Wealth, an award-winning wealth management company.
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.
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.
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.
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.
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.
Matthew Adams
Matthew Adams is Chief Executive Officer and Managing Partner of Mission Wealth, an award-winning wealth and investment management company.
Brad Stark
Brad Stark is Co-Founder and Chief Strategy Officer at Mission Wealth, an award-winning wealth management company.
Seth Streeter
Seth Streeter is Founder and Chief Impact Officer of Mission Wealth, an award-winning wealth management and financial planning company.