Andrew Kulha is a Partner and the Director of Estate Strategy at Mission Wealth, an award-winning wealth management company.
Alexia Soto
Alexia SotoInvestment Operations Associate(805) 882-2360CONTACT ALEXIA”Being a part of Mission Wealth lets me channel my passion for helping others into ensuring our clients reach their financial goals. Every day, I feel lucky to be in a role where I can make a difference and offer top-notch service.” Alexia Soto is an Investment Operations Associate at Mission Wealth and plays a …
Jessica Neves
Jessica Neves is a Partner and the Chief People Officer and serves to develop and implement Mission Wealth’s human resources strategy.
Aimee Gibbings
Aimee Gibbings serves as an Operations Manager with Mission Wealth. Aimee works closely with her team of Client Advisors to prepare new account paperwork and perform ongoing account maintenance for clients.
Greg Smith
Greg Smith is the Compliance Specialist at Mission Wealth and assists the Chief Compliance Officer and Strategy team with ensuring the firm complies with the various securities laws and regulations.