The Mission Wealth Team

We are committed to excellence.

Abby Chajon Operations Manager at Mission Wealth

Abby Chajon

Operations Manager

achajon@nullmissionwealth.com

Aimee Gibbings Operations Manager Mission Wealth

Aimee Gibbings

Operations Manager

agibbings@nullmissionwealth.com

Alejandro Segovia Investment Associate Mission Wealth

Alejandro Segovia

Investment Associate

asegovia@nullmissionwealth.com

Alexia Soto Portfolio Administrator Mission Wealth

Alexia Soto

Portfolio Administrator

asoto@nullmissionwealth.com

Amanda Thomas Partner and Client Advisor Mission Wealth

Amanda Thomas

MS, CFP^®, CDFA^®

Partner and Client Advisor

athomas@nullmissionwealth.com

Andrew Kulha Director of Estate Strategy Mission Wealth

Andrew Kulha

JD, CFP^®

Director of Estate Strategy

akulha@nullmissionwealth.com

Andy Penso Partner Chief Business Development Officer Mission Wealth

Andy Penso

MS, CFP^®, AAMS^™, AWMA^™

Partner and Chief Business Development Officer

apenso@nullmissionwealth.com

Beth Barton Client Service Representative Mission Wealth

Beth Barton

Client Service Representative

bbarton@nullmissionwealth.com

Blanca Vega HR Specialist Mission Wealth

Blanca Vega

Human Resources Specialist

bvega@nullmissionwealth.com

Brad Stark Co-Founder Chief Strategy Officer Mission Wealth

Brad Stark

MS, CFP^®, AAMS^™, CMFC^℠

Founder and Chief Strategy Officer

bstark@nullmissionwealth.com

Brandon Baiamonte Director of Tax Strategy Mission Wealth

Brandon Baiamonte

MS, CPA, CFE, CFM, CFA^®

Director of Tax Strategy

bbaiamonte@nullmissionwealth.com

Brian Sottak Partner and Managing Director Mission Wealth

Brian Sottak

CFA^®, CFP^®, CAIA^®

Partner and Managing Director

bsottak@nullmissionwealth.com

Bryant Merryman Client Advisor Mission Wealth

Bryant Merryman

CFP^®, AWMA^™

Partner and Client Advisor

bmerryman@nullmissionwealth.com

Carla Ramos Investment Operations Manager Mission Wealth

Carla Ramos

Investment Operations Manager

cramos@nullmissionwealth.com

Chrissy Roberts Marketing Impact Specialist Mission Wealth

Chrissy Roberts

Senior Marketing Impact Specialist

croberts@nullmissionwealth.com

Christy Wempe Operations Manager Mission Wealth

Christy Wempe

Operations Manager

cwempe@nullmissionwealth.com

Claudia Sawaf Partner Client Advisor Mission Wealth

Claudia Arnold-Sawaf

AIF^®, ABFP^™

Partner and Client Advisor

csawaf@nullmissionwealth.com

Cole Clifford Portfolio Administrator Mission Wealth

Cole Clifford

Investment Associate

cclifford@nullmissionwealth.com

Cole Haddock Client Advisor Associate Mission Wealth

Cole Haddock

AWMA™

Client Advisor Associate

chaddock@nullmissionwealth.com

Craig Larsen Managing Director Mission Wealth

Craig Larsen

CFP^®, ChFC^®

Managing Director

clarsen@nullmissionwealth.com

Crystal Collins Marketing Content Specialist Mission Wealth

Crystal Collins

Marketing Content Manager

ccollins@nullmissionwealth.com

Dannell Stuart Partner Chief Client Officer Mission Wealth

Dannell Stuart

CFP^®

President and Partner

dstuart@nullmissionwealth.com

Davis Edwards Data Scientist Tech Specialist Mission Wealth

Davis Edwards

CFA^®, MDS

Data Scientist & Technology Specialist

dedwards@nullmissionwealth.com

Diane Williamson Chief Operating Officer Mission Wealth

Diane Williamson

Chief Operating Officer

dwilliamson@nullmissionwealth.com

Emil Nazaretyan Portfolio Manager Mission Wealth

Emil Nazaretyan

Portfolio Manager

enazaretyan@nullmissionwealth.com

Emilee Ha Operations Associate Mission Wealth

Emilee Ha

Operations Associate

eha@nullmissionwealth.com

Eric Smith

CFP^®

Client Advisor

esmith@nullmissionwealth.com

Erika Pintard CRM Specialist Mission Wealth

Erika Pintard

CRM Administrator

epintard@nullmissionwealth.com

Ethan Cooper Client Advisor Mission Wealth

Ethan Cooper

CFP^®

Client Advisor

ecooper@nullmissionwealth.com

Frances Suarez Senior Client Advisor Associate Mission Wealth

Frances Suarez

AWMA™

Senior Client Advisor Associate

fsuarez@nullmissionwealth.com

Geoff Gaggs Partner and Client Advisor Mission Wealth

Geoff Gaggs

MS, CFP^®

Partner and Senior Client Advisor

ggaggs@nullmissionwealth.com

Greg Prince Client Advisor Mission Wealth

Greg Prince

CFP^®, CFA^®

Client Advisor

gprince@nullmissionwealth.com

Greg Smith Compliance Specialist Mission Wealth

Greg Smith

CFP^®, CRPS^™, ChFC^®, CLU^®, NSSA^®

Compliance Specialist

gsmith@nullmissionwealth.com

Helena Gould Marketing Manager Mission Wealth

Helena Gould

Senior Marketing Manager

hgould@nullmissionwealth.com

Irene Biddle Sr. Client Service Representative Mission Wealth

Irene Biddle

Senior Client Service Representative

ibiddle@nullmissionwealth.com

Jared Sweeney Client Advisor Mission Wealth

Jared Sweeney

CFP^®

Client Advisor

jsweeney@nullmissionwealth.com

Jasmine Enriquez Client Service Representative Mission Wealth

Jasmine Enriquez

Client Service Representative

jenriquez@nullmissionwealth.com

Jeff Avila Partner and Client Advisor Mission Wealth

Jeff Avila

CFP^®

Partner and Managing Director

javila@nullmissionwealth.com

Colorado: (303) 802-5008; California: (805) 690-9011

Jenna Rogers Partner and Client Advisor Mission Wealth

Jenna Rogers

MS, CFP^®, AAMS^™, AWMA^™

Partner and Client Advisor

jrogers@nullmissionwealth.com

Jenny Lamson Client Service Representative Mission Wealth

Jenny Lamson

Client Service Representative

jlamson@nullmissionwealth.com

Jeremy Ragar Client Advisor Mission Wealth

Jeremy Ragar

MFin, CFA^®, CFP^®

Client Advisor

jragar@nullmissionwealth.com

Jesse Pantano Client Advisor Mission Wealth

Jesse Pantano

CFA^®, CFP^®

Client Advisor

jpantano@nullmissionwealth.com

Jessica Mora Client Advisor Mission Wealth

Jessica Mora

CFP^®, BFA^™

Client Advisor

jmora@nullmissionwealth.com

New York: (917) 745-3731; California: (805) 690-9074

Jessica Neves HR Manager Mission Wealth

Jessica Neves

PHR, MSHRM

Director of Human Resources

jneves@nullmissionwealth.com

Joey Khoury Client Advisor Mission Wealth

Joey S. Khoury

CFP^®, AWMA^™, ABFP^™, CSRIC^™, CRPS^®

Client Advisor

jkhoury@nullmissionwealth.com

Jorie Pitt Partner and Client Advisor Mission Wealth

Jorie Pitt

CFP^®, CeFT^®

Partner and Client Advisor

jpitt@nullmissionwealth.com

Jose Monreal Client Advisor Mission Wealth

Jose Monreal

RICP^®, CFP^®

Client Advisor

jmonreal@nullmissionwealth.com

Julian Driver Client Advisor Associate Mission Wealth

Julian Driver

MS, AWMA^™

Senior Client Advisor Associate

Jdriver@nullmissionwealth.com

Julianna Rote Client Advisor Mission Wealth

Julianna Rote

CFP^®, AAMS^™, AWMA^™

Partner and Client Advisor

jrote@nullmissionwealth.com

Kara Ott Sr. Client Advisor Associate Mission Wealth

Kara Ott

Senior Client Advisor Associate

kott@nullmissionwealth.com

Kayla Harrell Sr. Client Advisor Associate Mission Wealth

Kayla Harrell

CFP^®

Sr. Client Advisor Associate

kharrell@nullmissionwealth.com

Keaton Krutenat Client Advisor Associate Mission Wealth

Keaton Krutenat

AWMA^®

Senior Client Advisor Associate

kkrutenat@nullmissionwealth.com

Kelly McCarthy Client Service Representative Mission Wealth

Kelly McCarthy

Client Service Representative

kmccarthy@nullmissionwealth.com

Kieran Osborne Partner Chief Investment Officer Mission Wealth

Kieran Osborne

MBus, CFA^®

Partner and Chief Investment Officer

kosborne@nullmissionwealth.com

Kristen Taylor Client Advisor Mission Wealth

Kristen Taylor

MSFA, CFP^®

Partner and Client Advisor

ktaylor@nullmissionwealth.com

Kristi Kearney Client Advisor Mission Wealth

Kristi Kearney

MS, CPA, CFP^®

Client Advisor

kkearney@nullmissionwealth.com

Lisa Murphy, MPS, CFP® Mission Wealth Client Advisor

Lisa Murphy

MPS, CFP^®

Client Advisor

lmurphy@nullmissionwealth.com

Mark Herman Client Advisor Mission Wealth

Mark Herman

CFP^®, MBA

Client Advisor

mherman@nullmissionwealth.com

Martina Mendoza Client Advisor Associate Mission Wealth

Martina Mendoza

Senior Client Advisor Associate

mmendoza@nullmissionwealth.com

Matt Adams Partner and CEO Mission Wealth

Matthew Adams

MBA

Chief Executive Officer and Managing Partner

madams@nullmissionwealth.com

Mia Cattaneo Sr. Client Advisor Associate Mission Wealth

Mia Cattaneo

MBA

Senior Client Advisor Associate

mcattaneo@nullmissionwealth.com

Michael Widling Technology Associate Mission Wealth

Michael Widling

Investment Associate

mwidling@nullmissionwealth.com

Michelle Winkles Partner and Chief Marketing Officer Mission Wealth

Michelle Winkles

MBA

Partner and Chief Marketing Officer

mwinkles@nullmissionwealth.com

Mitch Grushen Client Advisor Mission Wealth

Mitchell Grushen

CFP^®

Client Advisor

mgrushen@nullmissionwealth.com

Nicole Madosik Integrations Manager Mission Wealth

Nicole Madosik

Director of Integrations

nmadosik@nullmissionwealth.com

Pete Woodring Client Advisor Mission Wealth

Pete Woodring

AWMA^™

Client Advisor

pwoodring@nullmissionwealth.com

Phyllis Lancaster Partner and Client Advisor Mission Wealth

Phyllis Lancaster

CFP^®

Partner and Client Advisor

plancaster@nullmissionwealth.com

Rachel Roberts Client Service Representative Mission Wealth

Rachel Roberts

Client Service Representative

rroberts@nullmissionwealth.com

Renee Hennessee Chief Technology Officer Mission Wealth

Renee Hennessee

AWMA^™

Partner and Chief Technology Officer

rhennessee@nullmissionwealth.com

Rick Gonzalez Partner and Client Advisor Mission Wealth

Rick D. Gonzalez

MBA, CFP^®, CIMA^®, AWMA^™

Partner and Client Advisor

rgonzalez@nullmissionwealth.com

Rory Macdonald Client Advisor Mission Wealth

Rory Macdonald

MA, CFP^®, APMA^™, AWMA^™

Partner and Client Advisor

rmacdonald@nullmissionwealth.com

Ryan Niedbalski Partner and Client Advisor Mission Wealth

Ryan Niedbalski

CFP^®, CLU^®

Partner and Client Advisor

rniedbalski@nullmissionwealth.com

Sara Clark Director of Client Relationships Mission Wealth

Sara Clark

Director of Client Relationships

sclark@nullmissionwealth.com

Sarah Bell Client Service Representative Mission Wealth

Sarah Bell

Client Service Representative

sbell@nullmissionwealth.com

Seth Streeter Founder and Chief Impact Officer Mission Wealth

Seth Streeter

MS, CFP^®, CDFA^™

Founder and Chief Impact Officer

sstreeter@nullmissionwealth.com

Shane Holt Client Advisor Mission Wealth

Shane Holt

CFP^®

Client Advisor

sholt@nullmissionwealth.com

Shane Meares Client Advisor Mission Wealth

Shane Meares

CFP^®

Client Advisor

smeares@nullmissionwealth.com

Shinaola Atoro Client Advisor Associate Mission Wealth

Shinaola Atoro

Senior Client Advisor Associate

satoro@nullmissionwealth.com

Skyler Kraemer Client Advisor Mission Wealth

Skyler Kraemer

MS, CFP^®

Partner and Client Advisor

skraemer@nullmissionwealth.com

Steph Bruno Partner and Client Advisor Mission Wealth

Stephanie Bruno

AIF^®, CFP^®, CPWA^®, RMA^®

Partner and Client Advisor

sbruno@nullmissionwealth.com

Seattle, WA: (206) 971-1710; Denver, CO: (720) 881-8805

Steve Caltagirone Partner and Client Advisor Mission Wealth

Steve Caltagirone

MBA, CFP^®

Partner and Managing Director

scaltagirone@nullmissionwealth.com

Susan Rizzi Partner and Client Advisor Mission Wealth

Susan Rizzi

CFP^®

Partner and Client Advisor

srizzi@nullmissionwealth.com

Tawny Kauka Client Service Representative Mission Wealth

Tawny Kauka

Client Service Representative

tkauka@nullmissionwealth.com

Tricia Fahnoe Partner and Sr. Client Advisor Mission Wealth

Tricia Fahnoe

MBA, CFP^®, MS

Partner and Senior Client Advisor

tfahnoe@nullmissionwealth.com

Walter Rizo Investment Associate Mission Wealth

Walter Rizo

CFA^®

Senior Investment Associate

wrizo@nullmissionwealth.com

Wes Patton Client Advisor Mission Wealth

Wes Patton

MS, MBA, CFP^®

Partner and Client Advisor

wpatton@nullmissionwealth.com

Will Foley Client Advisor Mission Wealth

Will Foley

MBA, CFP^®

Client Advisor

wfoley@nullmissionwealth.com