Meet Our Team

Mission Wealth celebrates the individual strengths of each team member. Our highly credentialed professionals work closely together, harnessing their extensive experience and education to help our clients feel confident about the future.

Mission Wealth celebrates the individual strengths of each team member. Our highly credentialed professionals work closely together, harnessing their extensive experience and education to help our clients feel confident about the future.

Our Partners

Great value comes from deep collaboration.

Seth Streeter

MS, CFP®, CEA®, CDFA™Founder and CEOsstreeter@nullmissionwealth.comDirect line: (805) 690-3905

Brad Stark

MS, CFP®, AAMS®, CMFCFounder and Chief Compliance Officerbstark@nullmissionwealth.comDirect Line: (805) 690-3901

Matthew Adams

MBAPartner and Chief Investment Officermadams@nullmissionwealth.comDirect line: (805) 690-3907

Tricia Fahnoe

MBA, CFP®, MSPartner and Client Advisortfahnoe@nullmissionwealth.comDirect line: (805) 690-3852

Geoff Gaggs

MS, CFP®Partner and Client Advisorggaggs@nullmissionwealth.comDirect line: (805) 690-3904

Andy Penso

MS, CFP®, AAMS®, AWMA®Partner and Client Advisorapenso@nullmissionwealth.comDirect line: (805) 690-3853

Dannell Stuart

CFP®, ChFC®, CLU®, CASL®Partner, Client Adv., Dir. of Bus. Dev.dstuart@nullmissionwealth.comDirect line: (805) 690-3850

Our Team of Professionals

From this generation to the next, we will be here for you.

Steve Caltagirone

MBA, CFP®Client Advisorscaltagirone@nullmissionwealth.comDirect line: (650) 773-6608

Davis Edwards

AAMS®, AWMA®Client Advisor Associatededwards@nullmissionwealth.comDirect line: (805) 690-9005

Rick Gonzalez

MBA, CIMA®Client Advisorrgonzalez@nullmissionwealth.comDirect line: (888) 642-7221

Rory Macdonald

MA, CFP®, APMA®, AWMA®Client Advisorrmacdonald@nullmissionwealth.comDirect line: (949) 295-2482

Jessica Mora

Client Advisor Associatejmora@nullmissionwealth.comDirect line: (805) 690-3874

Ryan Niedbalski

CFP®, CLU®Client Advisorrniedbalski@nullmissionwealth.comDirect line: (805) 690-9006

Kieran Osborne

MBus, CFA®Senior Portfolio Managerkosborne@nullmissionwealth.comDirect line: (805) 690-3862

Jenna Rogers

MS, CFP®, AAMS®, AWMA®Client Advisorjrogers@nullmissionwealth.comDirect line: (805) 690-3909

Julianna Rote

CFP®, AAMS®, AWMA®Client Advisorjrote@nullmissionwealth.comDirect line: (310) 301-0221

Greg Smith

CFP®, CRPS®, ChFC®, CLU®Client Advisorgsmith@nullmissionwealth.comDirect line: (805) 690-3903

Amanda Thomas

MS, CFP®, CDFA™Client Advisorathomas@nullmissionwealth.comDirect line: (805) 690-3873

Long Tran

Client Advisorltran@nullmissionwealth.comDirect line: (415) 825-0058

Aimee Gibbings

Client Service Representativeagibbings@nullmissionwealth.comDirect line: (805) 690-3881

Renee Hennessee

Business Development Associaterhennessee@nullmissionwealth.comDirect line: (805) 690-9061

Marcie Lund

Client Service Representativemlund@nullmissionwealth.comDirect line: (805) 690-3878

Carla Ramos

Portfolio Administratorcramos@nullmissionwealth.comDirect line: (510) 590-6601

Diane Williamson

Director of Operationsdwilliamson@nullmissionwealth.comDirect line: (805) 690-3902

Michelle Wisniewski

Director of Marketingmwisniewski@nullmissionwealth.comDirect line: (805) 690-3854

Alexandria Xiques

Client Service Representativeaxiques@nullmissionwealth.comDirect line: (805) 882-2360

You Dream. We Deliver. Together.

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