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 serves as a Senior Wealth Advisor for Mission Wealth. In this process, he becomes personally acquainted with the specific goals and financial lives of his clients and delivers planning, risk management and tax planning solutions to assist in the achievement of their long term goals.
Mia Parnell
Mia Parnell is a Wealth Advisor at Mission Wealth, an award-winning wealth management company.
Will Foley
Will FoleyMBA, CFP®, CDFA®Wealth AdvisorSeattle, San Francisco, Portland(805) 690-9002CONTACT WILLWill FoleyMBA, CFP®Wealth AdvisorSeattle, San Francisco, Portland, Salt Lake City(805) 690-9002CONTACT WILL”I thrive in an industry where I can be in a position to help others. Working at Mission Wealth allows me to further my passion for wealth management, as well as gaining fulfillment from helping clients improve their financial lives.” …
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 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.
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 delivers customized financial planning, risk management, and tax strategies to assist in his clients’ goal achievement.
Skyler Kraemer
Skyler Kraemer is a Partner and Managing Director at Mission Wealth, an award-winning wealth management company.
Pete Woodring
Pete WoodringAWMA™Wealth AdvisorSeattle, San Francisco, Portland, Salt Lake City(435) 565-6966CONTACT PETEPete WoodringAWMA™Wealth AdvisorSeattle, San Francisco, Portland, Salt Lake City(435) 565-6966CONTACT PETE”Financial planning and wealth management is not just about managing money; it’s about helping people achieve their dreams and goals. Seeing my clients’ faces light up when we create a plan that aligns with their vision for the future is …
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 Senior Wealth Advisor at Mission Wealth, an award-winning wealth management and financial planning company.
Davis Edwards
Davis Edwards is the Director of Data and Analytics at Mission Wealth. He is responsible for technical projects, and working between the investment and technology departments.