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.
Evan Elig
Evan Elig is a Wealth Advisor Associate at Mission Wealth, an award-winning wealth management and financial planning company.
Matt Murphy
Matt MurphyCFP®Partner and Senior Wealth AdvisorGoodyear(623) 872-3333CONTACT MATTMatt MurphyCFP®Partner and Senior Wealth AdvisorGoodyear(623) 872-3333CONTACT MATT”Helping clients navigate complex financial decisions and build a secure future for themselves and their families is deeply rewarding to me. I believe that building strong relationships with my clients is key to delivering exceptional service, and I take the time to understand their unique needs …
Kelly McCarthy
Kelly McCarthy is a Senior Client Service Representative at Mission Wealth, an award-winning wealth management company.
Lisa Murphy
Lisa Murphy serves as a Wealth Advisor at Mission Wealth where she works closely with her clients in developing customized goal plans and portfolios based on each client’s unique set of circumstances and values.
Stephanie Bruno
Stephanie Bruno serves as a Partner and Client Advisor for Mission Wealth. She delivers customized financial planning, risk management, and tax strategy solutions to business owners, professionals, and retirees.
Jessica Neves
Jessica Neves is a Partner and the Chief People Officer and serves to develop and implement Mission Wealth’s human resources strategy.
Greg Prince
Greg Prince is a Partner and Senior Wealth Advisor at Mission Wealth, an award-winning wealth management company.
Will Foley
Will Foley is a Senior Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Claudia Arnold
Claudia Arnold serves as a Senior Wealth Advisor for Mission Wealth. In this process, she becomes intimately acquainted with the specific goals and financial lives of clients and then delivers customized financial planning, risk management and tax planning solutions to assist in their goal achievement.
Jeremy Ragar
Jeremy serves as a Senior Wealth Advisor for Mission Wealth. In this role, he becomes personally acquainted with the specific goals and financial lives of his clients and delivers planning, customized investment approaches, and personalized tax strategies to assist in the achievement of their long-term goals.
Brian Sottak
Brian Sottak serves as a Partner and Managing Director for Mission Wealth. He manages the Southwest regional teams, delivering customized investment management, financial planning, risk management, and tax strategy solutions to business owners, professionals, and retirees. Brian is also a member of the Mission Wealth Investment Committee.
Julianna Rote
Julianna Rote serves as a Client Advisor for Mission Wealth. In this process, she becomes intimately acquainted with the specific goals and financial lives of clients and then delivers customized financial planning, risk management and tax planning solutions to assist in their goal achievement.
Rory Macdonald
Rory Macdonald serves as a Partner and Senior Wealth Advisor for Mission Wealth. Rory becomes intimately acquainted with the specific goals and financial lives of clients and then delivers customized financial planning, asset protection and tax planning solutions to assist them in making their dreams a reality.
Shane Holt
Shane HoltCFP®Wealth AdvisorSanta Barbara(805) 690-3879CONTACT SHANEShane HoltCFP®Wealth AdvisorSanta Barbara(805) 690-3879CONTACT SHANE”It is truly a privilege to be a member of a team of highly committed professionals who are dedicated to providing compassionate and comprehensive financial advice to our clients. Working collaboratively, we leverage our collective expertise to develop tailored solutions that meet each client’s unique needs and objectives. It is …
Mitchell Grushen
Mitch Grushen is a Partner and Senior Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Rick D. Gonzalez
Rick D. GonzalezMBA, CFP®, CIMA®, AWMA™Partner and Senior Wealth AdvisorLos Angeles(310) 865-5817CONTACT RICKRick D. GonzalezMBA, CFP®, CIMA®, AWMA™Partner and Senior Wealth AdvisorLos Angeles(310) 865-5817CONTACT RICK”My greatest priority is to be a pillar of support for my clients and their families. I take pride in offering guidance on how to prioritize their needs, realize their goals, and fulfill their dreams. Seeing …
Dannell Stuart
Dannell Stuart is the President and a Partner at Mission Wealth, an award-winning wealth management company that specializes in comprehensive and holistic financial planning.