Year-end Tax Insights!
Rebecca Zegles
Rebecca Zegles is a Client Service Representative at Mission Wealth, an award-winning wealth management company.
Jennifere Lux
Jennifere Lux is a Client Service Representative at Mission Wealth, an award-winning wealth management company.
Lissette Cristol
Lissette Cristol is a Client Service Representative at Mission Wealth, an award-winning wealth management company.
Alexis Melgoza
Alexis Melgoza is an Operations Specialist at Mission Wealth, an accredited wealth and investment management firm.
Mallory Blanton
Mallory Blanton is a Senior Client Service Representative at Mission Wealth, an award-winning wealth management and investment advisory firm.
Lizet Schafer
Lizet Schafer is a Senior Client Service Representative with Mission Wealth, an award-winning wealth and investment management firm.
Aaron Quintero
Aaron Quintero is a Client Service Representative for Mission Wealth, a nationally accredited wealth management firm.
Quinn Johnson
Quinn Johnson is a Client Service Representative at Mission Wealth, an award-winning wealth management company.
Marissa Moore
Marissa is a Senior Client Service Representative with Mission Wealth. Marissa works closely with her team of Wealth Advisors to prepare new account paperwork and perform ongoing account maintenance for clients.
Mia Relis
Mia Relis is a Client Services Representative at Mission Wealth, an award-winning wealth management company specializing in financial planning.
Stephanie Michael
Stephanie Michael is a Client Service Representative at Mission Wealth, an award-winning wealth management company.
Kelly McCarthy
Kelly McCarthy is a Senior Client Service Representative at Mission Wealth, an award-winning wealth management company.
Jenny Lamson
As a Senior Client Service Representative, Jenny works closely with her team of Client Advisors to prepare new account paperwork and perform ongoing account maintenance for clients
Rachel Roberts
Rachel Roberts is an Operations Manager at Mission Wealth, an award-winning wealth and financial management company.
Jasmine Nelson
Jasmine is a Senior Client Service Representative with Mission Wealth. Jasmine works closely with her team of Wealth Advisors to prepare new account paperwork and perform ongoing account maintenance for clients.
Irene Biddle
Irene is the Operations Manager at Mission Wealth, an award-winning wealth management company that specializes in comprehensive and holistic financial planning.
Sarah Bell
Sarah is a Client Service Representative at Mission Wealth, an award-winning wealth management company that specializes in comprehensive and holistic financial planning.
Abby Chajon
Abby is an Operations Manager of 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.
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.