Polly serves as a Wealth Advisor at Mission Wealth and brings almost 20 years of experience in financial services and corporate finance. Polly works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current situation, she delivers personalized solutions that include financial planning, tax planning, wealth management reviews, estate planning and asset protection to help clients achieve their goals. Polly enjoys connecting clients’ goals with action plans to make them a reality. She takes a planning-centered and analytical approach to helping clients achieve their objectives.
Polly joined Mission Wealth in April 2025 through the integration of Brown Wealth Management. She continues to serve clients with the familiarity and continuity established there, now supported by Mission Wealth’s broader team, technology, and planning resources.