Daniele Beasley is a Wealth Advisor at Mission Wealth, a nationally accredited wealth management and financial planning firm.
Austin Roberts
Austin Roberts is a Wealth Advisor Associate at Mission Wealth, a registered investment advisor, and serves clients in Santa Barbara.
Michael Dittamo
Michael Dittamo is a Wealth Advisor Associate at Mission Wealth, an award-winning wealth management and investment management firm.
Michael Widling
Michael Widling is an Investment Associate at Mission Wealth, a nationally award-winning wealth management company.
Nicole Madosik
Nicole Madosik is a Partner and the Director of Mergers & Integrations 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 …
Shane Meares
Shane Meares is a Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Joey S. Khoury
Joey Khoury is a Partner and Senior Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Tricia Fahnoe
Tricia Fahnoe is a Partner and Senior Wealth Advisor for Mission Wealth, an award-winning wealth management company.
Michelle Winkles
Michelle Winkles is Partner and Chief Marketing Officer at Mission Wealth, an award-winning wealth management company that specializes in comprehensive and holistic financial planning.
Diane Williamson
Diane Williamson is the Chief Operating Officer for Mission Wealth. She is a member of the firm’s Executive Committee and is responsible for developing and implementing the firm’s policies and procedures with an emphasis on compliance and regulatory issues.
Renee Hennessee
Renee is a Partner and Chief Technology Officer at Mission Wealth, an award-winning wealth management company that specializes in comprehensive and holistic financial planning.
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.
Amanda Thomas
Amanda is a Partner and the Director of Philanthropic Strategy (Ret.) at Mission Wealth, an award-winning wealth management company.
Jenna Rogers
Jenna RogersMS, CFP®, AAMS™, AWMA™Partner and Senior Wealth AdvisorSanta Barbara (805) 690-3909CONTACT JENNA”There’s nothing more rewarding than being told by a client that they feel educated and confident financially, thanks to my advice. It is truly the best thing I could ask for!” Jenna Rogers is a Partner and Senior Wealth Advisor at Mission Wealth, serving clients in Santa Barbara, …
Kieran Osborne
Kieran Osborne is a Partner and the Chief Investment Officer at Mission Wealth. He is responsible for portfolio management, trading, analysis, and research functions.
Geoff Gaggs
Geoff Gaggs is a Partner and Senior Wealth Advisor at Mission Wealth, an award-winning wealth management and investment management firm.
Matthew Adams
Matthew Adams is Chief Executive Officer and Managing Partner of Mission Wealth, an award-winning wealth and investment management company.
Brad Stark
Brad Stark is Co-Founder and Chief Strategy Officer at Mission Wealth, an award-winning wealth management company.
Seth Streeter
Seth Streeter is Founder and Chief Impact Officer of Mission Wealth, an award-winning wealth management and financial planning company.