The Mission Wealth Team

We are on a mission to inspire people, to optimize their finances, and to achieve their life goals.

Abby Chajon Operations Manager at Mission Wealth

Abby Chajon

Operations Manager

achajon@nullmissionwealth.com

(805) 770-1992

Aimee Gibbings Operations Manager Mission Wealth

Aimee Gibbings

Operations Manager

agibbings@nullmissionwealth.com

(805) 690-3881

Alejandro Segovia Investment Associate Mission Wealth

Alejandro Segovia

Investment Associate

asegovia@nullmissionwealth.com

(480) 466-8650

Alexia Soto Portfolio Administrator Mission Wealth

Alexia Soto

Portfolio Administrator

asoto@nullmissionwealth.com

805-882-2360

Alison Miller Mission Wealth

Alison Miller

Senior Wealth Advisor Associate

amiller@nullmissionwealth.com

(512) 628-2307

Amanda Thomas Mission Wealth

Amanda Thomas

MS, CFP^®, CDFA^®

Partner and Director of Philanthropic Strategy

athomas@nullmissionwealth.com

(805) 690-3873

Andrew Kulha Director of Estate Strategy Mission Wealth

Andrew Kulha

JD, CFP^®

Director of Estate Strategy

akulha@nullmissionwealth.com

(713) 597-5998

Andy Penso Partner Chief Business Development Officer Mission Wealth

Andy Penso

MS, CFP^®, AAMS^™, AWMA^™

Partner and Chief Business Development Officer

apenso@nullmissionwealth.com

(805) 698-3346

Beth Barton Client Service Representative Mission Wealth

Beth Barton

Client Service Representative

bbarton@nullmissionwealth.com

336-676-6900

Blanca Vega HR Specialist Mission Wealth

Blanca Vega

Human Resources Specialist

bvega@nullmissionwealth.com

(512) 450-5317

Brad Stark Founder of Mission Wealth

Brad Stark

MS, CFP^®, AAMS^™, CMFC^℠

Founder and Chief Strategy Officer

bstark@nullmissionwealth.com

(805) 690-3901

Brandon Baiamonte Director of Tax Strategy Mission Wealth

Brandon Baiamonte

MS, CPA, CFE, CFM, CFA^®

Director of Tax Strategy

bbaiamonte@nullmissionwealth.com

(805) 770-1558

Brian Sottak Partner and Managing Director Mission Wealth

Brian Sottak

CFA^®, CFP^®, CAIA^®

Partner and Managing Director

bsottak@nullmissionwealth.com

(805) 690-3908

Bryant Merryman Client Advisor Mission Wealth

Bryant Merryman

CFP^®, AWMA^™

Partner and Senior Wealth Advisor

bmerryman@nullmissionwealth.com

(847) 901-3392

Carla Ramos Investment Operations Manager Mission Wealth

Carla Ramos

Investment Operations Manager

cramos@nullmissionwealth.com

(510) 590-6601

Chrissy Roberts, Sr. Marketing Impact Specialist

Chrissy Roberts

Senior Marketing Impact Specialist

croberts@nullmissionwealth.com

(817) 935-8252

Christy Wempe Operations Manager Mission Wealth

Christy Wempe

Operations Manager

cwempe@nullmissionwealth.com

(630) 402-6569

Claudia Sawaf Partner Client Advisor Mission Wealth

Claudia Arnold-Sawaf

AIF^®, ABFP^™

Partner and Senior Wealth Advisor

csawaf@nullmissionwealth.com

(949) 833-7143

Cole Clifford Portfolio Administrator Mission Wealth

Cole Clifford

Investment Associate

cclifford@nullmissionwealth.com

(737) 900-5571

Cole Haddock Client Advisor Associate Mission Wealth

Cole Haddock

AWMA™, AAMS™, CRPC™

Wealth Advisor Associate

chaddock@nullmissionwealth.com

(512) 527-0084

Crystal Collins Marketing Content Manager Mission Wealth

Crystal Collins

Marketing Content Manager

ccollins@nullmissionwealth.com

(281) 697-5528

Dannell Stuart Partner Chief Client Officer Mission Wealth

Dannell Stuart

CFP^®

President and Partner

dstuart@nullmissionwealth.com

(805) 690-3850

Davis Edwards Data Scientist Tech Specialist Mission Wealth

Davis Edwards

CFA^®, MDS

Data Scientist & Technology Specialist

dedwards@nullmissionwealth.com

(805) 283-2714

Diane Williamson Chief Operating Officer Mission Wealth

Diane Williamson

Chief Operating Officer

dwilliamson@nullmissionwealth.com

(805) 690-3902

Emil Nazaretyan Portfolio Manager Mission Wealth

Emil Nazaretyan

Portfolio Manager

enazaretyan@nullmissionwealth.com

(805) 690-9055

Emilee Ha Operations Associate Mission Wealth

Emilee Ha

Operations Associate

eha@nullmissionwealth.com

(805) 729-4412

Eric Smith Client Advisor Mission Wealth

Eric Smith

CFP^®

Senior Wealth Advisor

esmith@nullmissionwealth.com

(415) 429-0678

Erika Pintard CRM Specialist Mission Wealth

Erika Pintard

CRM Administrator

epintard@nullmissionwealth.com

(805) 283-2667

Ethan Cooper Client Advisor Mission Wealth

Ethan Cooper

CFP^®

Senior Wealth Advisor

ecooper@nullmissionwealth.com

602-855-9355

Frances Suarez Senior Client Advisor Associate Mission Wealth

Frances Suarez

AWMA™

Senior Wealth Advisor Associate

fsuarez@nullmissionwealth.com

(469) 895-2468

Geoff Gaggs Partner and Client Advisor Mission Wealth

Geoff Gaggs

MS, CFP^®

Partner and Senior Wealth Advisor

ggaggs@nullmissionwealth.com

(805) 690-3904

Greg Prince Client Advisor Mission Wealth

Greg Prince

CFP^®, CFA^®

Senior Wealth Advisor

gprince@nullmissionwealth.com

(805) 724-6335

Greg Smith Compliance Specialist Mission Wealth

Greg Smith

CFP^®, CRPS^™, ChFC^®, CLU^®, NSSA^®

Compliance Specialist

gsmith@nullmissionwealth.com

(805) 690-3903

Griffin Kent Mission Wealth

Griffin Kent

AAMS™

Wealth Advisor Associate

gkent@nullmissionwealth.com

(512) 553-4609

Helena Gould Senior Marketing Manager Mission Wealth

Helena Gould

Senior Marketing Manager

hgould@nullmissionwealth.com

(650) 212-5400

Herb Flores Senior Client Advisor Associate Mission Wealth

Herb Flores

Senior Wealth Advisor Associate

hflores@nullmissionwealth.com

(512) 333-1759

Irene Biddle Sr. Client Service Representative Mission Wealth

Irene Biddle

Senior Client Service Representative

ibiddle@nullmissionwealth.com

Jake Laughlin Mission Wealth Technology and Data Associate

Jake Laughlin

Technology & Data Associate

jlaughlin@nullmissionwealth.com

Jared Sweeney Client Advisor Mission Wealth

Jared Sweeney

CFP^®

Senior Wealth Advisor

jsweeney@nullmissionwealth.com

(617) 227-4743

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 Senior Wealth Advisor

jrogers@nullmissionwealth.com

(805) 690-3909

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^®

Wealth Advisor

jragar@nullmissionwealth.com

(805) 724-6995

Jesse Pantano Mission Wealth

Jesse Pantano

CFA^®, CFP^®

Senior Wealth Advisor

jpantano@nullmissionwealth.com

(305) 564-4749

Jessica Mora Client Advisor Mission Wealth

Jessica Mora

CFP^®, BFA^™

Senior Wealth Advisor

jmora@nullmissionwealth.com

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

Jessica Neves Mission Wealth

Jessica Neves

PHR, MSHRM

Director of Human Resources

jneves@nullmissionwealth.com

(480) 647-5690

Joey Khoury Client Advisor Mission Wealth

Joey S. Khoury

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

Senior Wealth Advisor

jkhoury@nullmissionwealth.com

(805) 770-1155

Jorie Pitt Partner and Client Advisor Mission Wealth

Jorie Pitt

CFP^®, CeFT^®

Partner and Senior Wealth Advisor

jpitt@nullmissionwealth.com

(630) 549-3644

Jose Monreal Client Advisor Mission Wealth

Jose Monreal

RICP^®, CFP^®

Senior Wealth Advisor

jmonreal@nullmissionwealth.com

(512) 518-6024

Joseph Miranda Mission Wealth

Joseph Miranda

Wealth Advisor Associate

jmiranda@nullmissionwealth.com

(760) 509-1573

Julian Driver

MS, AWMA^™

Senior Wealth Advisor Associate

jdriver@nullmissionwealth.com

Julianna Rote Client Advisor Mission Wealth

Julianna Rote

CFP^®, AAMS^™, AWMA^™

Partner and Senior Wealth Advisor

jrote@nullmissionwealth.com

(310) 301-0221

Kara Dorothy Sr. Client Advisor Associate Mission Wealth

Kara Dorothy

Senior Wealth Advisor Associate

kdorothy@nullmissionwealth.com

(312) 212-6862

Keaton Krutenat Client Advisor Associate Mission Wealth

Keaton Krutenat

AWMA^®

Senior Wealth Advisor Associate

kkrutenat@nullmissionwealth.com

(805) 283-2677

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

(805) 690-3862

Kristen Taylor Client Advisor Mission Wealth

Kristen Taylor

MSFA, CFP^®

Partner and Senior Wealth Advisor

ktaylor@nullmissionwealth.com

(415) 541-3264

Kristi Kearney Client Advisor Mission Wealth

Kristi Kearney

MS, CPA, CFP^®

Wealth Advisor

kkearney@nullmissionwealth.com

(720) 780-8452

Lisa Murphy, MPS, CFP® Mission Wealth Client Advisor

Lisa Murphy

MPS, CFP^®

Wealth Advisor

lmurphy@nullmissionwealth.com

(858) 461-7088

Mark Herman Client Advisor Mission Wealth

Mark Herman

CFP^®, MBA

Senior Wealth Advisor

mherman@nullmissionwealth.com

(512) 298-1196

Martina Mendoza Client Advisor Associate Mission Wealth

Martina Mendoza

Senior Wealth Advisor Associate

mmendoza@nullmissionwealth.com

(805) 690-3878

Mary Von Miller Mission Wealth

Mary Voll Miller

CFP^®, CDFA^®

Partner and Senior Wealth Advisor

mvmiller@nullmissionwealth.com

(512) 623-4004

Matt Murphy Mission Wealth Client Advisor and Partner

Matt Murphy

CFP^®

Partner and Senior Wealth Advisor

mmurphy@nullmissionwealth.com

(623) 872-3333

Matt Adams Partner and CEO Mission Wealth

Matthew Adams

MBA

Chief Executive Officer and Managing Partner

madams@nullmissionwealth.com

(805) 690-3907

Mia Cattaneo Sr. Client Advisor Associate Mission Wealth

Mia Cattaneo

MBA

Senior Wealth Advisor Associate

mcattaneo@nullmissionwealth.com

(805) 770-1114

Michael Widling, Technology Associate Mission Wealth

Michael Widling

Investment Associate

mwidling@nullmissionwealth.com

Michelle Winkles, CMO Mission Wealth

Michelle Winkles

MBA

Partner and Chief Marketing Officer

mwinkles@nullmissionwealth.com

(805) 690-3854

Mitchell Grushen

CFP^®

Senior Wealth Advisor

mgrushen@nullmissionwealth.com

(310) 865-0525

Nicole Madosik Integrations Manager Mission Wealth

Nicole Madosik

Director of Mergers & Integrations

nmadosik@nullmissionwealth.com

(805) 679-0664

Pete Woodring Client Advisor Mission Wealth

Pete Woodring

AWMA^™

Wealth Advisor

pwoodring@nullmissionwealth.com

(435) 565-6966

Phyllis Lancaster Partner and Client Advisor Mission Wealth

Phyllis Lancaster

CFP^®

Partner and Senior Wealth Advisor

plancaster@nullmissionwealth.com

336-676-6900

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

(805) 690-9061

Rick Gonzalez Partner and Client Advisor Mission Wealth

Rick D. Gonzalez

MBA, CFP^®, CIMA^®, AWMA^™

Partner and Senior Wealth Advisor

rgonzalez@nullmissionwealth.com

(310) 865-5817

Rory Macdonald Client Advisor Mission Wealth

Rory Macdonald

MA, CFP^®, APMA^™, AWMA^™

Partner and Senior Wealth Advisor

rmacdonald@nullmissionwealth.com

(858) 876-8456

Ryan Niedbalski Partner and Client Advisor Mission Wealth

Ryan Niedbalski

CFP^®, CLU^®

Partner and Senior Wealth Advisor

rniedbalski@nullmissionwealth.com

(512) 425-4868

Sara Clark Director of Client Relationships Mission Wealth

Sara Clark

Director of Client Relationships

sclark@nullmissionwealth.com

310-906-0628

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^®

Wealth Advisor

sholt@nullmissionwealth.com

(805) 729-1694

Shane Meares Client Advisor Mission Wealth

Shane Meares

CFP^®

Wealth Advisor

smeares@nullmissionwealth.com

(805) 283-2692

Shinaola Atoro Client Advisor Associate Mission Wealth

Shinaola Atoro

Senior Wealth Advisor Associate

satoro@nullmissionwealth.com

(734) 412-6166

Skyler Kraemer Client Advisor Mission Wealth

Skyler Kraemer

MS, CFP^®

Partner and Senior Wealth Advisor

skraemer@nullmissionwealth.com

(917) 746-9275

Steph Bruno Partner and Client Advisor Mission Wealth

Stephanie Bruno

AIF^®, CFP^®, CPWA^®, RMA^®

Partner and Senior Wealth Advisor

sbruno@nullmissionwealth.com

(720) 881-8805

Steve Caltagirone Partner and Client Advisor Mission Wealth

Steve Caltagirone

MBA, CFP^®

Partner and Managing Director

scaltagirone@nullmissionwealth.com

(650) 232-7224

Susan Rizzi Partner and Client Advisor Mission Wealth

Susan Rizzi

CFP^®

Partner and Senior Wealth Advisor

srizzi@nullmissionwealth.com

336-676-6900

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 Wealth Advisor

tfahnoe@nullmissionwealth.com

(805) 690-3852

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 Senior Wealth Advisor

wpatton@nullmissionwealth.com

(303) 846-1900

Will Foley Client Advisor Mission Wealth

Will Foley

MBA, CFP^®

Wealth Advisor

wfoley@nullmissionwealth.com

(805) 690-9002