The Leadership Team at Mission Wealth is responsible for steering the strategic direction of the company, ensuring operational excellence, and driving growth. Composed of senior executives, including the CEO, President, and various specialized officers, this team collaborates to oversee the firm's financial health, innovate service offerings, and maintain the highest standards of client satisfaction. They also ensure regulatory compliance and foster a culture that aligns with Mission Wealth's core values and mission.
Awma® Renee Hennesse...
Partner And Chief Technology O...
Brad Stark Ms, Cfp®
Founder And Chief Compliance O...
Cfa® Brian Sottak Cf...
Partner Managing Director
Cfp® Jeff Avila
Partner And Managing Director
Dannell Stuart
President
Diane Williamson
Chief Operating Officer
Kieran Osborne
Chief Investment Officer
Matthew Adams
CEO
Michelle Winkles
Partner And Chief Marketing Of...
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