Joseph Tremonti is an Investment Intern at Mission Wealth, an award-winning wealth and investment management firm.
Amy Hollibaugh
Amy Hollibaugh is a Wealth Advisor at Mission Wealth, an award-winning wealth and investment management firm.
Brandon Baiamonte
Brandon Baiamonte is a Partner and the Director of Tax Strategy at Mission Wealth, an award-winning wealth management company that specializes in comprehensive and holistic financial planning.
Greg Prince
Greg Prince is a Partner and Senior Wealth Advisor at Mission Wealth, an award-winning wealth management company.
Mia Parnell
Mia Parnell is a 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.
Jorie Pitt
Jorie works with clients to build comprehensive financial plans and manage their investment portfolios. Each financial plan is personalized to the client and is designed to help them meet their unique financial goals. Jorie enjoys her work as a Wealth Advisor because of the deep relationships she is able to form with her clients. She enjoys listening and engaging in discussions with her clients about their life, their goals and their dreams. Her favorite part of the job is receiving a phone call letting her know that a client has achieved an important goal.
Joey S. Khoury
Joey Khoury is a Partner and Senior Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Wes Patton
Wes becomes intimately acquainted with the specific goals and financial lives of his clients and then delivers customized financial planning, risk management and tax planning solutions to assist in their goal achievement.
Eric Smith
Eric Smith is a Partner and Senior Wealth Advisor at Mission Wealth, an award-winning wealth management company.
Skyler Kraemer
Skyler Kraemer is a Partner and Managing Director at Mission Wealth, an award-winning wealth management company.
Pete Woodring
Pete Woodring is a Senior Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Kristen Taylor
Kristen Taylor is a Partner and Senior Wealth Advisor at Mission Wealth, serving clients in the San Francisco, California and surrounding Bay Area.
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.
Kieran Osborne
Kieran Osborne is a Partner and the Chief Investment Officer at Mission Wealth. He is responsible for portfolio management, trading, analysis, and research functions.
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.
Davis Edwards
Davis Edwards is a Partner and the Director of Data and Analytics at Mission Wealth, an award-winning wealth management company.