Jon DeMoss is a Senior Wealth Advisor for Mission Wealth, a national award-winning wealth management firm.
Mary Voll Miller
Mary Voll Miller is a Partner and Senior Wealth Advisor at Mission Wealth, serving clients in Austin, Houston, and Dallas area.
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.
Jose Monreal
As a Client Advisor, Jose 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.
Tricia Fahnoe
Tricia Fahnoe is a Partner and Senior Wealth Advisor for Mission Wealth, an award-winning wealth management company.
Bryant Merryman
Bryant Merryman is a Partner and Senior Wealth Advisor at Mission Wealth, a nationally recognized wealth management firm, serving the Chicago, Illinois, and surrounding areas.
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 …
Amanda Thomas
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.
Greg Smith
Greg Smith is the Compliance Specialist at Mission Wealth and assists the Chief Compliance Officer and Strategy team with ensuring the firm complies with the various securities laws and regulations.
Julianna Rote
Julianna Rote serves as a Client Advisor for Mission Wealth. In this process, she becomes intimately acquainted with the specific goals and financial lives of clients and then delivers customized financial planning, risk management and tax planning solutions to assist in their goal achievement.
Ryan Niedbalski
Ryan NiedbalskiCFP®, CLU®Partner and Senior Wealth AdvisorAustin, Houston, Dallas (512) 425-4868CONTACT RYAN“I’ve learned through my experience that financial planning is not just about investments, it is about adding value to my clients’ lives that goes far beyond the dollars and cents. Seeing the positive impact of our work on our clients’ lives and their families brings an immense sense of …
Rory Macdonald
Rory Macdonald serves as a Partner and Senior Wealth Advisor for Mission Wealth. Rory becomes intimately acquainted with the specific goals and financial lives of clients and then delivers customized financial planning, asset protection and tax planning solutions to assist them in making their dreams a reality.
Rick D. Gonzalez
Rick D. GonzalezMBA, CFP®, CIMA®, AWMA™Partner and Senior Wealth AdvisorLos Angeles(310) 865-5817CONTACT RICKRick D. GonzalezMBA, CFP®, CIMA®, AWMA™Partner and Senior Wealth AdvisorLos Angeles(310) 865-5817CONTACT RICK”My greatest priority is to be a pillar of support for my clients and their families. I take pride in offering guidance on how to prioritize their needs, realize their goals, and fulfill their dreams. Seeing …
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.
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.
Dannell Stuart
Dannell Stuart is the President and a Partner at Mission Wealth, an award-winning wealth management company that specializes in comprehensive and holistic financial planning.
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.
Geoff Gaggs
Geoff GaggsMS, CFP®Partner and Senior Wealth AdvisorSanta Barbara(805) 690-3904CONTACT GEOFF”I find so much joy in my job because I get to help people every day. My main focus is to provide expert guidance to my clients, so they can make well-informed financial decisions and feel secure about their financial well-being. Ultimately, it’s about helping them reach their life goals with …
Matthew Adams
Matthew Adams is Chief Executive Officer and Managing Partner of Mission Wealth, an award-winning wealth management company that specializes in comprehensive and holistic financial planning.