The Mission Wealth Team

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

Aaron Quintero

Client Service Representative

AQuintero@nullmissionwealth.com

(512) 520-0593

Abby Chajon

Operations Manager

achajon@nullmissionwealth.com

(805) 770-1992

Aimee Gibbings

Operations Manager

agibbings@nullmissionwealth.com

(805) 690-3881

Alejandro Segovia

Senior Investment Associate

asegovia@nullmissionwealth.com

(480) 466-8650

Alexia Soto

Investment Operations Associate

asoto@nullmissionwealth.com

(805) 882-2360

Alison Miller

Senior Wealth Advisor Associate

amiller@nullmissionwealth.com

(512) 628-2307

Allyn Hughes

CFP^®, ChFC^®, CLU^®, CAP^®

Director of Risk Management

ahughes@nullmissionwealth.com

(253) 215-5357

Amanda Thomas

MS, CFP^®, CDFA^®

Partner and Director of Philanthropic Strategy

athomas@nullmissionwealth.com

(805) 690-3873

Amy Hollibaugh

CFP®

Wealth Advisor

ahollibaugh@nullmissionwealth.com

(404) 240-4049

G. Andrew Conway

Wealth Advisor

aconway@nullmissionwealth.com

(508) 830-0600

Andrew Kulha

JD, CFP^®

Director of Estate Strategy

akulha@nullmissionwealth.com

(713) 597-5998

Andy Penso

MS, CFP®

Partner and Chief Business Development Officer

apenso@nullmissionwealth.com

(805) 698-3346

Austin Roberts

AWMA™

Wealth Advisor Associate

aroberts@missionwealth

805-335-1374

Beth Barton

Senior Client Service Representative

bbarton@nullmissionwealth.com

(336) 676-6900

Carroll W. “Bill” Hayes

MBA, CFP^®

Partner and Senior Wealth Advisor

bhayes@nullmissionwealth.com

(855) 585-3600

Blanca Vega

PHR®

Human Resources Specialist

bvega@nullmissionwealth.com

(512) 450-5317

Brad Stark

MS, CFP®, AAMS™, CMFC℠

Founder and Chief Strategy Officer

bstark@nullmissionwealth.com

(805) 690-3901

Brandon Baiamonte

MS, CPA, CFA, CFP®, CFE

Partner and Director of Tax Strategy

bbaiamonte@nullmissionwealth.com

(805) 770-1558

Braydan Meyers

AAMS™, AWMA™

Wealth Advisor Associate

bmeyers@nullmissionwealth.com

(336) 355-3069

Brian Sottak

CFA^®, CFP^®, CAIA^®

Partner and Managing Director

bsottak@nullmissionwealth.com

(805) 690-3908

Brooke Bees

CFP^®, CTFA

Senior Wealth Advisor

bbees@nullmissionwealth.com

(484) 418-8304

Bryan Behamta

Digital Marketing Specialist

bbehamta@nullmissionwealth.com

(805) 232-4991

Bryant Merryman

CFP^®

Partner and Senior Wealth Advisor

bmerryman@nullmissionwealth.com

(847) 901-3392

Byron Valles

MSFP, CFP®

Wealth Advisor

bvalles@nullmissionwealth.com

(415) 439-6485

Carla Ramos

Investment Operations Manager

cramos@nullmissionwealth.com

(510) 590-6601

Chrissy Roberts

Senior Impact Specialist

croberts@nullmissionwealth.com

(817) 935-8252

Christy Wempe

Integrations Manager

cwempe@nullmissionwealth.com

(630) 402-6569

Claudia Arnold

AIF^®, ABFP^™

Partner and Senior Wealth Advisor

carnold@nullmissionwealth.com

(949) 833-7143

Cole Clifford

Senior Investment Associate

cclifford@nullmissionwealth.com

(737) 900-5571

Cole Haddock

CFP®, AWMA™, AAMS™, CRPC™

Wealth Advisor

chaddock@nullmissionwealth.com

(512) 527-0084

Cray J. Coppins III

CFP®

Partner and Senior Wealth Advisor

ccoppins@nullmissionwealth.com

(847) 283-6025

Crystal Collins

Marketing Content Manager

ccollins@nullmissionwealth.com

(281) 697-5528

Daniel Friedman

AAMS™, AWMA™

Wealth Advisor Associate

dfriedman@nullmissionwealth.com

(305) 894-5124

Daniel Montgomery

Wealth Advisor Associate

dmontgomery@nullmissionwealth.com

(857) 321-8191

Daniele Beasley

MBA, CFP®

Wealth Advisor

dbeasley@nullmissionwealth.com

(805) 880-2505

Dannell Stuart

CFP®

President and Partner

dstuart@nullmissionwealth.com

(805) 690-3850

Danny Mercado

Wealth Advisor Associate

dmercado@nullmissionwealth.com

(415) 718-0048

Davis Edwards

CFA^®, MDS

Director of Data and Analytics

dedwards@nullmissionwealth.com

(805) 283-2714

Dennis Clark

CPA, CFP^®

Director of Tax Compliance

dclark@nullmissionwealth.com

(805) 963-2470

Diane Williamson

Chief Operating Officer

dwilliamson@nullmissionwealth.com

(805) 690-3902

Emil Nazaretyan

Partner and Director of Investments

enazaretyan@nullmissionwealth.com

(805) 690-9055

Emilija Ilic

Wealth Advisor Associate

eilic@nullmissionwealth.com

805-729-3081

Eric Ayvazian

MS

Wealth Advisor Associate

EAyvazian@nullmissionwealth.com

(720) 248-5685

Eric Smith

CFP^®

Senior Wealth Advisor

esmith@nullmissionwealth.com

(415) 429-0678

Erika Pintard

CRM Administrator

epintard@nullmissionwealth.com

(805) 283-2667

Esra Dulger

Salesforce Solutions Engineer

edulger@nullmissionwealth.com

(702) 932-2319

Ethan Cooper

CFP^®

Senior Wealth Advisor

ecooper@nullmissionwealth.com

602-855-9355

Evan Elig

AAMS™, AWMA™

Wealth Advisor Associate

eelig@nullmissionwealth.com

(858) 255-7727

Gary Brooks

CFP^®, CSRIC^™

Partner and Senior Wealth Advisor

gbrooks@nullmissionwealth.com

(253) 215-5378

Geoff Gaggs

MS, CFP®

Partner and Senior Wealth Advisor

ggaggs@nullmissionwealth.com

(805) 690-3904

Greg Prince

CFP^®, CFA^®

Senior Wealth Advisor

gprince@nullmissionwealth.com

(805) 724-6335

Greg Smith

CFP^®, CLU^®, NSSA^®

Compliance Specialist

gsmith@nullmissionwealth.com

(805) 690-3903

Griffin Kent

AAMS™, AWMA™

Senior Wealth Advisor Associate

gkent@nullmissionwealth.com

(512) 553-4609

Helena Gould

Senior Marketing Manager

hgould@nullmissionwealth.com

(650) 212-5400

Herb Flores

CFP®

Wealth Advisor

hflores@nullmissionwealth.com

(512) 333-1759

Herb Gebhart

CFP®

Wealth Advisor

hgebhart@nullmissionwealth.com

(253) 534-8888

Irene Biddle

Operations Manager

ibiddle@nullmissionwealth.com

(847) 264-5951

Ishanjit Gondara

Investment Associate

igondara@nullmissionwealth.com

805-951-0102

Jake Laughlin

Technology & Data Associate

jlaughlin@nullmissionwealth.com

(805) 730-0881

Jared Sweeney

CFP^®

Senior Wealth Advisor

jsweeney@nullmissionwealth.com

(617) 227-4743

Jasmine Enriquez

Client Service Representative

jenriquez@nullmissionwealth.com

(805) 690-9009

Jeff Avila

CFP^®

Partner and Managing Director

javila@nullmissionwealth.com

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

Jenna Rogers

MS, CFP^®, AAMS^™, AWMA^™

Partner and Senior Wealth Advisor

jrogers@nullmissionwealth.com

(805) 690-3909

Jenny Lamson

Client Service Representative

jlamson@nullmissionwealth.com

(805) 882-2360

Jeremy Ragar

MFin, CFA^®, CFP^®

Wealth Advisor

jragar@nullmissionwealth.com

(805) 724-6995

Jesse Pantano

CFA^®, CFP^®

Senior Wealth Advisor

jpantano@nullmissionwealth.com

(305) 564-4749

Jessica Mora

CFP®, ABFP™, BFA™

Partner and Senior Wealth Advisor

jmora@nullmissionwealth.com

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

Jessica Neves

PHR®, MSHRM

Partner and Director of Human Resources

jneves@nullmissionwealth.com

(480) 647-5690

Joey S. Khoury

MSFP, CFP®, ABFP®, CSRIC®, CRPS®, AWMA®

Senior Wealth Advisor

jkhoury@nullmissionwealth.com

(805) 770-1155

Jon DeMoss

CFA®, CFP®

Senior Wealth Advisor

jdemoss@nullmissionwealth.com

630-923-7473

Jorie Pitt

CFP^®, CeFT^®

Partner and Senior Wealth Advisor

jpitt@nullmissionwealth.com

(630) 549-3644

Jose Latorre

MBA

Investment Associate

jlatorre@nullmissionwealth.com

Jose Monreal

RICP^®, CFP^®

Senior Wealth Advisor

jmonreal@nullmissionwealth.com

(214) 272-0910

Joseph Tremonti

Investment Intern

jtremonti@nullmissionwealth.com

805-880-0677

Joshua Vasquez

Investment Operations Associate

jvasquez@nullmissionwealth.com

512-368-9772

Joyce L. Franklin

CPA, CFP®

Partner and Senior Wealth Advisor

jfranklin@nullmissionwealth.com

(415) 610-7786

Julian Scoglio

Wealth Advisor Associate

jscoglio@nullmissionwealth.com

512-200-9734

Julianna Rote

CFP^®, AAMS^™, AWMA^™

Partner and Senior Wealth Advisor

jrote@nullmissionwealth.com

(310) 301-0221

Keaton Krutenat

MSFP, CFP®, AWMA™, CSRIC™

Wealth Advisor

kkrutenat@nullmissionwealth.com

(805) 283-2677

Kelly McCarthy

Senior Client Service Representative

kmccarthy@nullmissionwealth.com

Kieran Osborne

MBus, CFA^®

Partner and Chief Investment Officer

kosborne@nullmissionwealth.com

(805) 690-3862

Kristen Taylor

MSFA, CFP^®

Partner and Senior Wealth Advisor

ktaylor@nullmissionwealth.com

(415) 541-3264

Kristi Kearney

MS, CPA, CFP^®

Wealth Advisor

kkearney@nullmissionwealth.com

(720) 780-8452

Lisa Murphy

MPS, CFP^®

Wealth Advisor

lmurphy@nullmissionwealth.com

(858) 461-7088

Lizet Ramirez

Senior Client Service Representative

lramirez@nullmissionwealth.com

(415) 925-3400

Marissa Moore

Client Service Representative

mmoore@nullmissionwealth.com

(480) 480-8372

Marites Blair

Wealth Advisor Associate

mblair@nullmissionwealth.com

(805) 979-8909

Mark Herman

CFP^®, MBA

Senior Wealth Advisor

mherman@nullmissionwealth.com

(512) 298-1196

Martina Mendoza

Senior Wealth Advisor Associate

mmendoza@nullmissionwealth.com

(805) 690-3878

Mary Voll Miller

CFP^®, CDFA^®

Partner and Senior Wealth Advisor

mvmiller@nullmissionwealth.com

(512) 623-4004

Mathias Silberstein

Wealth Advisor Associate

msilberstein@nullmissionwealth.com

(720) 263-9354

Matt Murphy

CFP^®

Partner and Senior Wealth Advisor

mmurphy@nullmissionwealth.com

(623) 872-3333

Matthew Adams

MBA

Chief Executive Officer and Managing Partner

madams@nullmissionwealth.com

(805) 690-3907

Mia Parnell

CFP®, MBA

Wealth Advisor

mparnell@nullmissionwealth.com

(805) 770-1114

Mia Relis

Operations Associate

mrelis@nullmissionwealth.com

805-979-8667

Michael Dittamo

AWMA™, AAMS™

Wealth Advisor Associate

mdittamo@nullmissionwealth.com

(805) 755-4378

Michael Malmgren

MBA, MAcc, AWMA®

Tax Strategy Manager

mmalmgren@nullmissionwealth.com

801-823-1355

Michael Widling

Investment Associate

mwidling@nullmissionwealth.com

(805) 283-2557

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

Nathaniel Dodd

CFP^®

Wealth Advisor

ndodd@nullmissionwealth.com

602-252-3092

Nicole Madosik

Partner and Director of Mergers & Integrations

nmadosik@nullmissionwealth.com

(805) 679-0664

Oliver Schulten

AWMA™, AAMS™

Senior Wealth Advisor Associate

oschulten@nullmissionwealth.com

(805) 259-1340

Patrick Collins

Wealth Advisor Associate

pcollins@nullmissionwealth.com

(857) 250-0534

Pete Woodring

AWMA^™

Wealth Advisor

pwoodring@nullmissionwealth.com

(435) 565-6966

Peter Ahrens

CFP®, ABFP®

Wealth Advisor

pahrens@nullmissionwealth.com

970-508-4663

Phyllis Lancaster

CFP^®

Partner and Senior Wealth Advisor

plancaster@nullmissionwealth.com

336-676-6900

Quinn Johnson

Client Service Representative

qjohnson@nullmissionwealth.com

(336) 365-5553

Rachel Roberts

Senior Client Service Representative

rroberts@nullmissionwealth.com

(805) 335-6716

Raleigh Weaver

Tax Associate

rweaver@nullmissionwealth.com

(512) 503-2929

Renee Hennessee

Partner and Chief Technology Officer

rhennessee@nullmissionwealth.com

(805) 690-9061

Rick D. Gonzalez

MBA, CFP^®, CIMA^®, AWMA^™

Partner and Senior Wealth Advisor

rgonzalez@nullmissionwealth.com

(310) 865-5817

Rory Macdonald

MA, CFP^®, APMA^™, AWMA^™

Partner and Senior Wealth Advisor

rmacdonald@nullmissionwealth.com

(858) 876-8456

Ryan Miller

AWMA™, AAMS™

Senior Wealth Advisor Associate

rmiller@nullmissionwealth.com

(847) 748-0131

Ryan Niedbalski

CFP^®, CLU^®

Partner and Senior Wealth Advisor

rniedbalski@nullmissionwealth.com

(512) 425-4868

Sabihah Hussain

Payroll and Benefits Specialist

shussain@nullmissionwealth.com

(630) 708-8080

Sara Clark

Director of Client Relationships

sclark@nullmissionwealth.com

310-906-0628

Sarah Bell

Client Service Representative

sbell@nullmissionwealth.com

(630) 402-6589

Seth Streeter

MS, CFP^®, CDFA^™

Founder and Chief Impact Officer

sstreeter@nullmissionwealth.com

Shane Holt

CFP^®

Wealth Advisor

sholt@nullmissionwealth.com

(805) 690-3879

Shane Meares

CFP^®

Wealth Advisor

smeares@nullmissionwealth.com

(805) 283-2692

Shinaola Atoro

CFP®

Wealth Advisor

satoro@nullmissionwealth.com

(734) 412-6166

Skyler Kraemer

MS, CFP^®

Partner and Managing Director

skraemer@nullmissionwealth.com

(917) 746-9275

Stephanie Bruno

AIF^®, CFP^®, CPWA^®, RMA^®

Partner and Senior Wealth Advisor

sbruno@nullmissionwealth.com

(720) 881-8805

Stephanie Michael

Client Service Representative

smichael@nullmissionwealth.com

480-999-3040

Steve Caltagirone

MBA, CFP^®

Partner and Managing Director

scaltagirone@nullmissionwealth.com

(650) 232-7224

Susan Rizzi

CFP^®

Partner and Senior Wealth Advisor

srizzi@nullmissionwealth.com

336-676-6900

Tarren Schaar

CFP®

Wealth Advisor

tschaar@nullmissionwealth.com

(415) 636-9279

Tawny Kauka

Client Service Representative

tkauka@nullmissionwealth.com

Tina Kunze

Human Resources Specialist

tkunze@nullmissionwealth.com

480-535-1811

Tricia Fahnoe

MBA, CFP^®, MS

Partner and Senior Wealth Advisor

tfahnoe@nullmissionwealth.com

(805) 690-3852

Walter Rizo

CFA^®

Portfolio Manager

wrizo@nullmissionwealth.com

(737) 600-1785

Wes Patton

MS, MBA, CFP^®

Partner and Senior Wealth Advisor

wpatton@nullmissionwealth.com

(303) 846-1900

Will Foley

MBA, CFP^®, CDFA^®

Wealth Advisor

wfoley@nullmissionwealth.com

(805) 690-9002