Year-end Tax Insights!
Michael Kronket
Michael Kronket is a Director of Compliance at Mission Wealth, an accredited wealth and investment management firm.
Bill Werner
Bill Werner is a Senior Wealth Advisor at Mission Wealth, an award-winning wealth management company.
Kyle Buffo
Kyle Buffo is a Business Development Advisor at Mission Wealth, an accredited wealth and investment management firm.
Sophie Howell
Sophie Howell is the Director of Practice Management at Mission Wealth, an accredited wealth and investment management firm.
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.
Zanah Shoaibi
Zanah Shoaibi is an Onboarding Specialist at Mission Wealth, an accredited wealth and investment management firm.
Jack Janik
Jack Janik is a Tax Associate at Mission Wealth, an accredited wealth and investment management firm.
Karen Green
Karen Green is a Tax Associate 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.
Cohen Taylor
Cohen Taylor is a Behavioral Wealth Specialist at Mission Wealth, an accredited wealth and investment management firm.
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.
Richard Mubanga
Richard Mubanga is a Tax Associate at Mission Wealth, an accredited wealth and investment management firm.
David Lee
David Lee is a Director of Strategic Initiatives 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.
Michael Baumeister
Michael Baumeister is the Senior Tax Manager at Mission Wealth, an award-winning wealth management company.
Leo Lueddemann
Leo Lueddemann is a Wealth Advisor Associate at Mission Wealth, an accredited wealth and investment management firm.
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.
Evan Brewer
Evan Brewer is a Salesforce Developer at Mission Wealth, an accredited wealth and investment management firm.
Michelle Daniels
Michelle Daniels is a Salesforce Administrator at Mission Wealth, an award-winning wealth management company.
Rebecca Zegles
Rebecca Zegles is a Client Service Representative at Mission Wealth, an award-winning wealth management company.
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.
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.
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.
Alexandra Freres
Alexandra Freres is Director of Finance at Mission Wealth, an accredited wealth and investment management firm.
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.
Eleanor Cooke
Eleanor Cooke is the Director of Risk Management at Mission Wealth, an award-winning wealth management and financial planning company.
John Wernz
John Wernz is a Partner and Strategic Advisor at Mission Wealth, an award-winning wealth management company.
Connor Stogner
Connor Stogner is an Investment Associate Intern 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.
Tiffany Turner
Tiffany Turner is a Marketing Specialist at Mission Wealth, an accredited wealth and investment management firm.
Alexis Melgoza
Alexis Melgoza is an Operations Specialist at Mission Wealth, an accredited wealth and investment management firm.
Alex Teklu
Alex Teklu is a Technology 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.
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.
Jerry Chin
Jerry Chin is a Tax Manager at Mission Wealth, a nationally accredited wealth management and financial planning firm.
Kyle Humphreys
Kyle Humphreys is a Senior Wealth Advisor Associate at Mission Wealth, a nationally accredited wealth management and financial planning firm.
Joseph Tremonti
Joseph Tremonti is an Investment Associate at Mission Wealth, an award-winning wealth and investment management 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.
Lizet Schafer
Lizet Schafer is a Senior Client Service Representative with 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.
Aaron Quintero
Aaron Quintero is a Client Service Representative for Mission Wealth, a nationally accredited wealth management firm.
Eric Ayvazian
Eric Ayvazian is a Senior Wealth Advisor Associate at Mission Wealth in Denver, CO, a nationally accredited wealth management firm.
Jose Latorre
Jose Latorre is a Senior Investment Associate at Mission Wealth, a nationally accredited wealth management company.
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.
Raleigh Weaver
Raleigh Weaver is a Senior Tax Associate at Mission Wealth, a nationally accredited wealth management and financial planning company.
Austin Roberts
Austin Roberts is a Senior Wealth Advisor Associate at Mission Wealth, a registered investment advisor, and serves clients in Santa Barbara.
Tina Kunze
Tina Kunze is the Senior Talent Acquisition Specialist at Mission Wealth, an award-winning wealth management firm.
Joshua Vasquez
Joshua Vasquez is an Investment Operations Associate at Mission Wealth, an award-winning and comprehensive wealth management company.
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.
Quinn Johnson
Quinn Johnson is a Client Service Representative at Mission Wealth, an award-winning wealth management 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.
Ishanjit Gondara
Ishanjit Gondara is a Senior Investment Associate at Mission Wealth, an award-winning wealth management company.
Mathias Silberstein
Mathias Silberstein is a Senior Wealth Advisor Associate at Mission Wealth, a nationally 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.
Marites Blair
Marites Blair is a Wealth Advisor at Mission Wealth, a nationally recognized registered investment advisor.
Dennis Clark
Dennis Clark serves as the Director of Tax at Mission Wealth, an award-winning wealth management company.
Nathaniel Dodd
Nathaniel Dodd is a Senior Wealth Advisor at Mission Wealth, an award-winning wealth management company.
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.
Bryan Behamta
Bryan Behamta is the Client Acquisition Specialist 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.
Esra Dulger
Esra Dulger is a Salesforce Administrator at Mission Wealth, an award-winning wealth management 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 Wealth Advisor at Mission Wealth, a nationally recognized registered investment advisor.
Michael Malmgren
Michael Malmgren is a Tax Strategy Manager at Mission Wealth, an award-winning wealth management company.
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.
Jake Laughlin
Jake Laughlin is the Digital Platform Specialist at Mission Wealth, an 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.
Blanca Vega
Blanca Vega is a Senior Human Resources Specialist at Mission Wealth, an award-winning investment and wealth management firm.
Kelly McCarthy
Kelly McCarthy is a Senior Client Service Representative at Mission Wealth, an award-winning wealth management company.
Crystal Collins
Crystal Collins is the Senior Marketing Manager at Mission Wealth, a national award-winning wealth management company.
Sara Clark
Sara Clark is a Partner and the Chief Client Officer at Mission Wealth and is responsible for leading firm initiatives and special projects.
Walter Rizo
Walter Rizo is a Partner and Director of Investments at Mission Wealth, an award-winning wealth and investment management firm.
Michael Widling
Michael Widling is a Senior Investment Associate at Mission Wealth, a nationally award-winning wealth management company.
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.
Andrew Kulha
Andrew Kulha is a Partner and the Director of Estate Strategy at Mission Wealth, an award-winning wealth management company.
Cole Clifford
Cole Clifford is a Senior Investment Associate for Mission Wealth. He is responsible for maintaining all portfolio management data, cost basis reporting, performance reporting, and trading data.
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.
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
Nicole Madosik
Nicole Madosik is a Partner and the Chief Mergers & Integrations Officer at Mission Wealth, an award-winning wealth management company.
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.
Alexia Soto
Alexia Soto is a Senior Investment Operations Associate at Mission Wealth, an award-winning national wealth and financial planning firm.
Rachel Roberts
Rachel Roberts is an Operations Manager at Mission Wealth, an award-winning wealth and financial management company.
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.
Jessica Neves
Jessica Neves is a Partner and the Chief People Officer and serves to develop and implement Mission Wealth’s human resources strategy.
Brandon Baiamonte
Brandon Baiamonte is a Partner and the Director of Wealth Strategy at Mission Wealth, an award-winning wealth management company that specializes in comprehensive and holistic financial planning.
Greg Prince
Greg Prince is a Partner and Senior Wealth Advisor at Mission Wealth, an award-winning wealth management company.
Alejandro Segovia
Alejandro Segovia is an Investments and Billing Specialist, Mergers at Mission Wealth, an award-winning wealth 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.
Mia Cattaneo
Mia Cattaneo is a Wealth Advisor at Mission Wealth, an award-winning wealth management company.
Irene Biddle
Irene is the Operations Manager at Mission Wealth, an award-winning wealth management company that specializes in comprehensive and holistic financial planning.
Will Foley
Will Foley is a Partner and Senior Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
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.
Christy Wempe
Christy Wempe is the Director of Operations, Mergers for Mission Wealth, an award-winning and comprehensive wealth management 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.
Martina Mendoza
Martina Mendoza is the Practice Management Specialist, Mergers at Mission Wealth, an award-winning wealth management company.
Helena Gould
Helena Gould is a Partner and the Marketing Director at Mission Wealth, an award-winning wealth and investment management company.
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.
Abby Chajon
Abby is an Operations Manager of Mission Wealth, an award-winning wealth management company that specializes in comprehensive and holistic financial planning.
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.
Erika Pintard
Erika is the Director of CRM at Mission Wealth and provides professional and targeted support for the Technology department.
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.
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.
Carla Ramos
Carla Ramos is Director of Investment Operations for Mission Wealth. Mrs. Ramos is responsible for maintaining all portfolio management data, cost basis reporting, performance reporting, and trading data.
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.
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.
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.
Greg Smith
Greg Smith is the Compliance Specialist at Mission Wealth and assists the Chief Compliance Officer and Strategy team with ensuring the firm complies with the various securities laws and regulations.
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.
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.
Ryan Niedbalski
Ryan Niedbalski is a Partner and Managing Director at Mission Wealth, an award-winning wealth management company.
Emil Nazaretyan
Emil Nazaretyan is a Partner and the Director of Investments 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 …
Davis Edwards
Davis Edwards is a Partner and the Director of Data and Analytics at Mission Wealth, an award-winning wealth management company.
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 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.
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 Compliance Officer at Mission Wealth, an award-winning wealth management company.
Seth Streeter
Seth Streeter is the co-founder and Chief Impact Officer of Mission Wealth, an award-winning wealth management and financial planning company.