Aaron Quintero
Client Service Representative
Meet the team.
We are on a mission to inspire people, to optimize their finances, and to achieve their life goals.
Abby Chajon
Operations Director
Adam Broughton
Partner and Senior Wealth Advisor
Adam Silva
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
Senior Wealth Advisor
Allison Modrak
Wealth Advisor
Amanda Avila
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
Senior Wealth Advisor
Andrew Kulha
Partner and Director of Estate Strategy
Andrew Strong
Wealth Advisor Associate
Andy Buck
Manager of Data & Analytics
Andy Penso
Partner and Managing Director
Annie DeMore
Wealth Advisor Associate
Auddie Sweet
Wealth Advisor
Austin Roberts
Wealth Planner
Benjamin D. Johnson
Partner and Senior Wealth Advisor
Bennett Baiamonte
Wealth Advisor Associate
Carroll W. "Bill" Hayes
Partner and Senior Wealth Advisor
Bill Werner
Senior Wealth Advisor
Blanca Vega
Human Resources Manager
Brad Stark
Co-Founder, Chief Financial Officer, and Chief Compliance Officer
Brandon Baiamonte
Partner and Director of Tax Strategy
Braydan Meyers
Wealth Advisor
Brian Sottak
Partner and Senior Managing Director
Bryan Behamta
Client Acquisition Specialist
Bryant Merryman
Partner and Senior Wealth Advisor
Bryson Conrad
Wealth Advisor Associate Intern
Byron Valles
Senior Wealth Advisor
Cameron Enriquez
Wealth Planner
Carla Ramos
Director of Investment Operations
Carlos Ruiz
Senior Wealth Advisor
Christy Wempe
Director of Operations, Mergers
Claudia Arnold
Partner and Senior Wealth Advisor
Cohen Taylor
Behavioral Wealth Specialist
Cole Bechtel
Wealth Advisor Associate
Cole Clifford
Wealth Advisor Associate
Cole Haddock
Partner and Senior Wealth Advisor
Connor Stogner
Investment Associate
Cray J. Coppins III
Partner and Senior Wealth Advisor
Creede Murphy
Wealth Advisor
Crystal Collins
Marketing Director
Daniel Friedman
Wealth Advisor
Daniel Montgomery
Wealth Advisor
Daniele Beasley
Senior Wealth Advisor
Dannell Stuart
President and Partner
Danny Mercado
Wealth Planner
David Lee
Co-Chief Operating Officer
David Szabla
Wealth Advisor
Davis Edwards
Partner and Director of Data and Analytics
Deanna Sameshima
Wealth Advisor Associate Intern
Diane Williamson
Co-Chief Operating Officer
Donnie Roberts
Partner and Senior Wealth Advisor
Edwin Retter
Partner and Senior Wealth Advisor
Eleanor Cooke
Director of Risk Management
Elizabeth Deutsch
Senior Payroll and Benefits Specialist
Emil Nazaretyan
Partner and Director of Investments
Emilija Ilic
Senior Wealth Advisor Associate
Emma Walley
Wealth Advisor Associate
Eric Ayvazian
Senior Wealth Advisor Associate
Eric Smith
Partner and Senior Wealth Advisor
Erika Pintard
Director of CRM
Esra Dulger
Salesforce Administrator
Ethan Cooper
Partner and Senior Wealth Advisor
Evan Brewer
Salesforce Developer
Evan Elig
Senior Wealth Advisor Associate
Gary Brooks
Partner and Senior Wealth Advisor
Geoff Gaggs
Partner and Senior Wealth Advisor
Greg Prince
Partner and Senior Wealth Advisor
Greg Smith
Compliance Specialist
Griffin Kent
Wealth Advisor
Helena Gould
Partner and Marketing Director
Irene Biddle
Operations Manager
Ishanjit Gondara
Senior Investment Associate
Jack Hanson
Wealth Advisor Associate Intern
Jack Jusko
Wealth Advisor Associate Intern
Jack Randel
Wealth Advisor Associate Intern
Jacob Mortensen
Senior Wealth Advisor
Jake Laughlin
Digital Platform Specialist
Jared Sweeney
Partner and Senior Wealth Advisor
Jasmine Nelson
Senior Client Service Representative
Jay Smith
Senior Wealth Advisor
Jeff Avila
Partner and Managing Director
Jeff Fisher
Wealth Advisor Associate
Jenna Rogers
Partner and Managing Director
Jennifer Nguyen
Human Resources Intern
Jennifere Lux
Client Service Representative
Jenny Lamson
Senior Client Service Representative
Jeremy Cumbee
Senior Wealth Advisor
Jeremy Ragar
Partner and Senior Wealth Advisor
Jerry Chin
Tax Manager
Jesse Pantano
Partner and Managing Director
Jessica Mora
Partner and Senior Wealth Advisor
Jessica Neves
Partner and Chief People Officer
Jimmy Wu
Partner and Senior Wealth Advisor
Joey S. Khoury
Partner, Senior Wealth Advisor, and Director of Behavioral Finance
John Wernz
Partner and Strategic Advisor
Jon DeMoss
Senior Wealth Advisor
Jorie Pitt
Partner and Senior Wealth Advisor
Jose Latorre
Senior Investment Associate
Jose Monreal
Partner and Senior Wealth Advisor
Joseph Tremonti
Investment Associate
Joshua Vasquez
Investment Operations Associate
Joshua Vaughan
Senior Wealth Advisor
Joyce L. Franklin
Partner and Senior Wealth Advisor
Julian Scoglio
Senior Wealth Advisor Associate
Julianna Rote
Partner and Senior Wealth Advisor
Kaleo Fernandez
Wealth Advisor Associate
Karen Green
Tax Associate
Kate Bland
Wealth Advisor Associate
Kathy Merkle
Client Service Representative
Keaton Krutenat
Wealth Advisor
Kelly McCarthy
Senior Client Service Representative
Kieran Osborne
Partner and Chief Investment Officer
Kristen Taylor
Partner and Senior Wealth Advisor
Kristi Kearney
Partner and Senior Wealth Advisor
Kyle Buffo
Client Development Advisor
Kyle Humphreys
Senior Wealth Advisor Associate
Leah Naish
Wealth Planner
Leo Lueddemann
Wealth Advisor Associate
Lisa Murphy
Partner and Senior Wealth Advisor
Lissette Cristol
Client Service Representative
Lizet Schafer
Senior Client Service Representative
Luke Middleton
Wealth Advisor Associate Intern
Luke White
Wealth Advisor Associate Intern
Macy Teer
Wealth Advisor Associate
Madeline Buckley
Wealth Advisor Associate Intern
Mallory Blanton
Senior Client Service Representative
Marissa Moore
Senior Client Service Representative
Marites Blair
Wealth Advisor
Mark Herman
Partner and Senior Wealth Advisor
Martina Mendoza
Integrations Manager
Mary Voll Miller
Partner and Senior Wealth Advisor
Mathias Silberstein
Wealth Advisor
Matt Harris
Senior Wealth Advisor
Matthew Adams
Chief Executive Officer and Managing Partner
Matthew Ogunrin
Wealth Advisor Associate Intern
Matthew Pyle
Wealth Advisor Associate
Megan Nuttelman
Wealth Advisor
Mia Cattaneo
Senior Wealth Advisor
Mia Relis
Client Services Representative
Michael Baumeister
Director of Tax Compliance
Michael Dittamo
Senior Wealth Advisor Associate
Michael Kronket
Director of Compliance
Michael Malmgren
Tax Manager
Michael Widling
Senior Investment Associate
Michelle Daniels
Salesforce Administrator
Michelle Winkles
Partner and Chief Marketing Officer
Mitch Grushen
Partner and Senior Wealth Advisor
Nathaniel Dodd
Senior Wealth Advisor
Nick Balandran
Wealth Advisor Associate Intern
Nicole Madosik
Partner and Chief Mergers & Integrations Officer
Oliver Schulten
Senior Wealth Advisor
Owen McBryan
Wealth Advisor Associate
Paige Pickar Guinn
Wealth Advisor
Pete Woodring
Senior Wealth Advisor
Peter Ahrens
Senior Wealth Advisor
Phyllis Lancaster
Partner and Senior Wealth Advisor
Polly Hamm
Wealth Advisor
Quinn Johnson
Senior Client Service Representative
Rachel Johnson
Senior Estate Planning Associate
Rachel Roberts
Operations Director
Raleigh Weaver
Senior Tax Associate
Rebecca Zegles
Client Service Representative
Renee Hennessee
Partner and Chief Technology Officer
Rick D. Gonzalez
Partner and Senior Wealth Advisor
Robert Himmelman
Senior Wealth Advisor
Robert J. Pyle
Partner and Senior Wealth Advisor
Rory Macdonald
Partner and Senior Wealth Advisor
Ryan Hublitz
Wealth Advisor Associate
Ryan Miller
Wealth Advisor
Ryan Niedbalski
Partner and Managing Director
Sam Stone
Wealth Advisor Associate
Sara Clark
Partner and Chief Client Officer
Sara Wilkerson
Senior Wealth Advisor Associate
Sarah Hamilton
Partner and Senior Wealth Advisor
Scott Ranby
Senior Wealth Advisor
Sean Pitstick
Wealth Advisor Associate
Seth Streeter
Retired Mission Wealth Co-Founder
Shane Holt
Senior Wealth Advisor
Shane Meares
Senior Wealth Advisor
Shinaola Atoro
Senior Wealth Advisor
Skyler Kraemer
Partner and Managing Director
Sophie Howell
Director of Practice Management
Stephan Goyette
Partner and Senior Wealth Advisor
Stephanie Bruno
Partner and Senior Wealth Advisor
Stephanie Michael
Client Service Representative
Steve Caltagirone
Partner and Managing Director
Steven R. Smith
Special Advisor
Tarren Schaar
Wealth Advisor
Taylor Monson
Wealth Advisor Associate
Tiffany Turner
Marketing Specialist
Tim Akers
Wealth Advisor
Timothy Brown
Partner and Senior Wealth Advisor
Tina Kunze
Talent Acquisition Manager
Toby Whitby
Partner and Senior Wealth Advisor
Travis Dragan
Senior Wealth Advisor
Tricia Fahnoe
Partner and Senior Wealth Advisor
Tyler Brook
Marketing Manager
Val Wirfel
Tax Manager
Victoria Wessler
Wealth Advisor Associate
Vince Caltagirone
Wealth Advisor Associate
Walter Rizo
Partner and Director of Investments
Wes Patton
Partner and Senior Wealth Advisor
Will Foley
Partner and Senior Wealth Advisor
Zanah Shoaibi
Onboarding Specialist
No team members found.
