Year-end Tax Insights!
Andrew Kulha
Andrew Kulha is a Partner and the Director of Estate Strategy at Mission Wealth, an award-winning wealth management company.
Alexia Soto
Alexia Soto is a Senior Investment Operations Associate at Mission Wealth, an award-winning national wealth and financial planning firm.
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.