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, a nationally award-winning wealth management company.
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 …
Martina Mendoza
Martina Mendoza is a Senior Wealth Advisor Associate at Mission Wealth, an award-winning wealth management company.
Shane Meares
Shane Meares is a Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Joey S. Khoury
Joey 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.
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 Thomas is a Partner and the Director of Philanthropic Strategy at Mission Wealth, an award-winning wealth management company. In her role, Amanda guides and educates clients to formulate an effective philanthropic plan and discuss tax-efficient giving strategies that will establish a legacy of impact for future generations.
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, California. …
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.
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.
Geoff Gaggs
Geoff GaggsMS, CFP®Partner and Senior Wealth AdvisorSanta Barbara(805) 690-3904CONTACT GEOFF”I find so much joy in my job because I get to help people every day. My main focus is to provide expert guidance to my clients, so they can make well-informed financial decisions and feel secure about their financial well-being. Ultimately, it’s about helping them reach their life goals with …
Matthew Adams
Matthew Adams is Chief Executive Officer and Managing Partner of Mission Wealth, an award-winning wealth management company that specializes in comprehensive and holistic financial planning.
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.