Year-end Tax Insights!
Macy Teer
Macy Teer is a Wealth Advisor Associate at Mission Wealth, an award-winning wealth management and financial planning company.
Paige Pickar Guinn
Paige Guinn is a Wealth Advisor at Mission Wealth, a nationally accredited wealth and financial 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.
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.
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.
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.
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.
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 Cattaneo
Mia Cattaneo 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.
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.
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 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.