Year-end Tax Insights!
Andy Buck
Andy Buck is a Manager of Data & Analytics 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.
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.
Alex Teklu
Alex Teklu is a Technology Specialist at Mission Wealth, an accredited wealth and investment management firm.
Esra Dulger
Esra Dulger is a Salesforce Administrator at Mission Wealth, an award-winning wealth management company.
Jake Laughlin
Jake Laughlin is the Digital Platform Specialist 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.
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.
Davis Edwards
Davis Edwards is a Partner and the Director of Data and Analytics at Mission Wealth, an award-winning wealth management company.