2024 Annual Firm Retreat in Denver, Colorado | Mission Wealth

[Music] at Mission wealth culture is critical to us and we know it’s something that you can speak about but most importantly it’s something you can feel and one of the ways we make sure our growing and thriving team can feel our culture is by putting on Retreats each and every year we take the time to have fun together and to do lots of Icebreaker and team building activities so people can really get to know each other as human beings beyond the human doings that they work with every day we try to make sure that we are Co visioning the future so everyone’s voice can be heard and we’re excited to get the new ideas and Innovation that that type of Co visioning exercise brings Mission wealth has a very very vibrant future we’re super excited about where we’re going and we know that investing in our culture will be the secret sauce for us to get there we hold these Retreats at Mission wealth annually to friendships and a collegial atmosphere amongst our [Music]

team we have found that getting people out together in a social setting really unlocks their friendships and you know makes them feel closer together there’s just lots of learning at these Retreats as well so we’re you know very grateful to have a couple of wonderful speakers in today’s agenda and these Retreats are about learning and connections and friendships and thinking about the future we’re excited to co-create the vision of mission wealth with the team not just the leadership team but everybody throughout the organization has a wonderful contribution to the firm’s Direction and vision going forward any organization is only as good as its team members and we are so very fortunate to have the best people working here at Mission wealth our Retreat is instrumental in bringing us together not only so that we can learn from one another but so that we can Inspire each each other so that we can mentor each other and so that we can have some fun we like to provide educational opportunities here but we also allow for free time for people to get acquainted or become more acquainted to create bonds that we know and we hope

will last a lifetime at Mission wealth we truly embrace our values of being caring committed adaptable and having a growth mindset these values are something that we want to embrace in everything we do and one of the ways we do that is by giving out our in CP award to an exceptional team member who really lives these values every day we’ve been giving out this award for 3 years it’s a peer nominated award which makes it super special and it goes to someone who’s really demonstrated outstanding commitment teamwork and has positive energy someone who really uplifts all of those around them this year here at beautiful Kors field where the Rockies play we were able to give this award to Martina Mendoza she’s been with us three and A2 years she’s a senior wealth adviser associate and she is someone who’s just very worthy of this award so we’re so excited to celebrate her with a custom Jersey uh that has the values on there and shows that we thank her for everything that she’s done for Mission [Music]

wealth it’s been a wonderful Retreat we learned together we created a shared vision and we connected our entire team here together in beautiful Denver these Retreats unify us and we will continue to reinvest in our most prized resource our our team