Julian Scoglio is a 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 Senior Wealth Advisor Associate at Mission Wealth, a nationally award-winning wealth management company.
Herb Flores
Herb Flores is a Wealth Advisor at Mission Wealth, an award-winning financial planning and wealth management company.
Cole Haddock
Cole Haddock is a Wealth Advisor at Mission Wealth, an award-winning comprehensive and holistic wealth management company.
Walter Rizo
Walter RizoCFA®Portfolio Manager(737) 600-1785CONTACT WALTER”I’ve always been drawn to the dynamic world of investments. At Mission Wealth, every day is a chance to learn something new, feed my curiosity, while following my passion to help people.” Walter Rizo is a Portfolio Manager at Mission Wealth. He brings a wealth of experience and expertise to the team. His primary responsibilities include …
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 senior wealth advisor at Mission Wealth, 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 Parnell
Mia Parnell is a Wealth Advisor at Mission Wealth, an award-winning wealth management company.
Jose Monreal
As a Client Advisor, Jose 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.
Ryan Niedbalski
Ryan NiedbalskiCFP®, CLU®Partner and Senior Wealth AdvisorAustin, Houston, Dallas (512) 425-4868CONTACT RYAN“I’ve learned through my experience that financial planning is not just about investments, it is about adding value to my clients’ lives that goes far beyond the dollars and cents. Seeing the positive impact of our work on our clients’ lives and their families brings an immense sense of …
Andy Penso
As a Partner and Chief Business Development Officer at Mission Wealth, 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.