Year-end Tax Insights!
Macy Teer
Macy Teer is a Wealth Advisor Associate at Mission Wealth, an award-winning wealth management and financial planning company.
Joshua Vaughan
Joshua Vaughan is a Senior Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Quinn Johnson
Quinn Johnson is a Client Service Representative at Mission Wealth, an award-winning wealth management company.
Phyllis Lancaster
Phyllis Lancaster CFP®Partner and Senior Wealth Advisor Greensboro (336) 676-6900 CONTACT PHYLLISPhyllis Lancaster CFP®Partner and Senior Wealth Advisor Greensboro (336) 676-6900 CONTACT PHYLLIS”Wealth management is more than just numbers, it’s about helping people achieve their dreams and providing them with the peace of mind that comes with having a solid financial plan in place. I love being able to work …
Susan Rizzi
Susan Rizzi is a Partner and Client Advisor at Mission Wealth, an award-winning wealth management company that specializes in comprehensive and holistic financial planning.
Jesse Pantano
Jesse Pantano is a Partner and Managing Director at Mission Wealth and oversees our entire team and growth in the Southeast Region of the U.S.
Andy Penso
As a Partner and Managing Director, 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.