Evan Elig is a Wealth Advisor Associate at Mission Wealth, an award-winning wealth management and financial planning company.
Matt Murphy
Matt Murphy CFP®Partner and Senior Wealth Advisor Goodyear (623) 872-3333 CONTACT MATTMatt Murphy CFP®Partner and Senior Wealth Advisor Goodyear (623) 872-3333 CONTACT 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 …
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.
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.
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 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 CFP®Wealth Advisor Santa Barbara (805) 690-3879 CONTACT SHANEShane Holt CFP®Wealth Advisor Santa Barbara (805) 690-3879 CONTACT 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 …
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.