Aaron Quintero is a Client Services Representative for Mission Wealth, a nationally accredited wealth management firm.
Julian Scoglio
Julian Scoglio is a Wealth Advisor Associate at Mission Wealth, a nationally accredited wealth management company.
Joshua Vasquez
Joshua Vasquez is an Investment Operations Associate at Mission Wealth, an award-winning and comprehensive wealth management company.
Mary Voll Miller
Mary Voll Miller is a Partner and Senior Wealth Advisor at Mission Wealth, serving clients in Austin, Houston, and Dallas area.
Griffin Kent
Griffin Kent is a Wealth Advisor at Mission Wealth, a nationally award-winning wealth management company.
Herb Flores
Herb Flores is a Wealth Advisor at Mission Wealth, an award-winning financial planning and wealth management company.
Walter Rizo
Walter RizoCFA®Portfolio Manager(737) 600-1785CONTACT WALTER”I’ve always been drawn to the dynamic world of investments. At Mission Wealth, every day is a chance to learn something new, feed my curiosity, while following my passion to help people.” Walter Rizo is a Portfolio Manager at Mission Wealth. He brings a wealth of experience and expertise to the team. His primary responsibilities include …
Cole Clifford
Cole Clifford is a Senior Investment Associate for Mission Wealth. He is responsible for maintaining all portfolio management data, cost basis reporting, performance reporting, and trading data.
Mark Herman
As a senior wealth advisor at Mission Wealth, Mark becomes personally acquainted with the specific goals and financial lives of his clients and then delivers customized financial planning, risk management, and tax strategies to assist in their goal achievement.
Mia Parnell
Mia Parnell is a Wealth Advisor at Mission Wealth, an award-winning wealth management company.
Jose Monreal
Jose Monreal is a Partner and Senior Wealth Advisor at Mission Wealth, a nationally award-winning wealth management and financial planning company.
Ryan Niedbalski
Ryan Niedbalski is a Partner and Managing Director at Mission Wealth, an award-winning wealth management company.
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.
Seth Streeter
Seth Streeter is Founder and Chief Impact Officer of Mission Wealth, an award-winning wealth management and financial planning company.