Amanda Thomas is a Partner and the Director of Philanthropic Strategy at Mission Wealth, an award-winning wealth management company. In her role, Amanda guides and educates clients to formulate an effective philanthropic plan and discuss tax-efficient giving strategies that will establish a legacy of impact for future generations.
Jeff Avila
Jeff Avila is a Partner and serves as a Client Advisor for Mission Wealth. He works to understand client needs and develops investment, estate, and financial planning strategies to best meet clients’ current and long-term goals.