Quinn Johnson is a Client Service Representative at Mission Wealth, an award-winning wealth management company.
Phyllis Lancaster
Phyllis LancasterCFP®Partner and Senior Wealth AdvisorGreensboro336-676-6900CONTACT PHYLLISPhyllis LancasterCFP®Partner and Senior Wealth AdvisorGreensboro336-676-6900CONTACT 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 closely with my clients, getting to know them on a …
Beth Barton
Beth Barton is a Senior Client Service Representative at Mission Wealth, an award-winning wealth management company.
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 Senior Wealth Advisor at Mission Wealth and oversees our entire team and growth in the Southeast Region of the U.S.
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.