Michelle Winkles, CMO Mission Wealth

Michelle Winkles

In by Mission Wealth

Michelle Winkles, Chief Marketing Officer and Partner at Mission Wealth

Michelle Winkles

MBA

Partner and Chief Marketing Officer

CONTACT MICHELLE

Michelle Winkles

MBA

Partner and Chief Marketing Officer

CONTACT MICHELLE

"Your brand is so much more than what you sell."

Michelle Winkles is an energetic, innovative, and results-focused marketing professional with more than 20 years of distinguished business leadership experience. As the Chief Marketing Officer at Mission Wealth, she is responsible for recommending, executing, and overseeing all of the firm’s marketing, communications and public relations activities. Her focus is on enhancing the visibility and reputation of the firm in order to achieve the firm’s strategic objectives, visibility and reputation among clients, prospective clients and business/referral partners.

"Your brand is so much more than what you sell."

Michelle Winkles is an energetic, innovative, and results-focused marketing professional with more than 20 years of distinguished business leadership experience. As the Chief Marketing Officer at Mission Wealth, she is responsible for recommending, executing, and overseeing all of the firm’s marketing, communications and public relations activities. Her focus is on enhancing the visibility and reputation of the firm in order to achieve the firm’s strategic objectives, visibility and reputation among clients, prospective clients and business/referral partners.

Learn About Michelle Winkles

Professional Background

For more than a decade, Michelle Winkles helped pioneer a marketing team at a real estate and property management accounting software corporation, providing a diversified array of strengths in communication, leadership, organization, strategic planning and execution. With a sharp ability to effectively manage and coach teams, manage multiple projects, and meet deadlines, she contributed to key product marketing initiatives when joining an e-commerce shipping automation startup in 2016.

Michelle holds a Bachelor’s Degree in Communications from UCSB in 2005. Passionate about advancing her marketing skills, she achieved a Marketing Professional Certification from UCSB Extension in 2012. In December 2017, she achieved her Masters in Business Administration in Entrepreneurship, Strategic Management & Social Business from Antioch University, Santa Barbara with a Certificate of Excellence, graduating top of her class.

Community Impact

In her free time, Michelle Winkles is an active marketing and communications committee member for the Women's Fund of Santa Barbara, enabling women to combine their charitable dollars into significant grants focused on the critical needs of women, children and families. She is also on the marketing committee for Fairview Gardens, a non-profit organization that preserves and operated as a working organic farm, nurturing the human spirit through educational programs and public activities at the farm.

Awards and Recognitions

Top 40 Under 40, the Pacific Coast Business Times

*for award disclosures and methodology, visit awards & rankings

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Mission Wealth Success Story

A client who recently sold her business needed a comprehensive wealth management plan. The client was referred to Mission Wealth to help guide her through a recent business transition and the subsequent tax, estate planning, and investment planning needs.

We conducted an in-depth analysis of her situation including a comprehensive tax and estate plan review to ensure her affairs were organized in the most tax-efficient way. The cash flow analysis uncovered additional income needs that we complemented with covered calls on concentrated stock holdings. Additionally, we were able to further increase her income with access to alternative assets.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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