Daniele Beasley is a Wealth Advisor at Mission Wealth, a nationally accredited wealth management and financial planning firm.
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.
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.
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.
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.
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.
Mia Parnell
Mia Parnell is a Wealth Advisor at Mission Wealth, an award-winning 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 a Senior Wealth Advisor Associate at Mission Wealth, an award-winning wealth management company.
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.
Amanda Thomas
Amanda is a Partner and the Director of Philanthropic Strategy (Ret.) at Mission Wealth, an award-winning wealth management company.
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.
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, …