Year-end Tax Insights!
Eleanor Cooke
Eleanor Cooke is the Director of Risk Management at Mission Wealth, an award-winning wealth management and financial planning company.
Aaron Quintero
Aaron Quintero is a Client Service Representative for Mission Wealth, a nationally accredited wealth management firm.
Julian Scoglio
Julian Scoglio is a Senior Wealth Advisor Associate at Mission Wealth, a nationally accredited wealth management company.
Joshua Vasquez
Joshua Vasquez is an Investment Operations Associate at Mission Wealth, an award-winning and comprehensive 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.
Griffin Kent
Griffin Kent is a 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.
Walter Rizo
Walter Rizo is a Partner and Director of Investments at Mission Wealth, an award-winning wealth and investment management firm.
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.
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.
Mia Cattaneo
Mia Cattaneo is a Wealth Advisor at Mission Wealth, an award-winning wealth 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.
Ryan Niedbalski
Ryan Niedbalski is a Partner and Managing Director at Mission Wealth, an award-winning wealth management company.
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.