Year-end Tax Insights!
Madeline Buckley
Madeline Buckley is a Wealth Advisor Associate Intern at Mission Wealth, an award-winning wealth management and financial planning company.
Connor Stogner
Connor Stogner is an Investment Associate Intern at Mission Wealth, an award-winning wealth management and financial planning company.
Andrew Strong
Andrew Strong is a Wealth Advisor Associate at Mission Wealth, an award-winning wealth management and financial planning company.
Jeremy Cumbee
Jeremy Cumbee is a Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Jacob Mortensen
Jacob Mortensen CFP®Wealth Advisor Gig Harbor, Seattle, Portland (253) 448-3909 CONTACT Jacob Mortensen”I love to empower people to live confidently and to focus on what brings them joy, and by providing tailored financial advise, I hope to provide them financial clarity and peace of mind.” As a Wealth Advisor at Mission Wealth, Jacob Mortensen works closely with clients to understand …
Daniele Beasley
Daniele Beasley is a Senior Wealth Advisor at Mission Wealth, a nationally accredited wealth management and financial planning firm, serving clients in Santa Barbara.
Austin Roberts
Austin Roberts is a Senior Wealth Advisor Associate at Mission Wealth, a registered investment advisor, and serves clients in Santa Barbara.
Evan Elig
Evan Elig is a Senior Wealth Advisor Associate at Mission Wealth, an award-winning wealth management and financial planning company.
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 Partner and Senior Wealth Advisor at Mission Wealth, working with 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 Partner and 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 Partner 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 Senior 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 Partner and 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, asset protection, 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 Holt is a Senior Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
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. Gonzalez MBA, CFP®, CIMA®, AWMA™Partner and Senior Wealth Advisor Los Angeles (310) 865-5817 CONTACT 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 my clients succeed and thrive brings me immense …
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.