Team

Principals:

Seth Streeter
MS, CFP®, CEA®, CDFA™
President

sstreeter@missionwealth.com
(805) 690-3905
 Brad Stark
MS, CFP®, AAMS®, CMFC
Principal

bstark@missionwealth.com
(805) 690-3901
 Matthew Adams
MBA
Chief Investment Officer

madams@missionwealth.com
(805) 690-3907
 Geoffrey Gaggs
MS, CFP®
Client Advisor

ggaggs@missionwealth.com
(805) 690-3904

Team Members:

Dannell Stuart
CFP®, ChFC®, CLU®, CASL®
Director of Business Development

dstuart@missionwealth.com
(805) 690-3850
 TylerRobuck Tyler Robuck
 MBA, CFP®
Client Advisor

trobuck@missionwealth.com
(310) 569-4460
 Amanda Thomas
CFP®, CDFA™, AAMS®, AWMA®
Client Advisor

athomas@missionwealth.com
(805) 690-3873
 Andrew Penso
MS, CFP®, CAP®, AWMA®
Client Advisor

apenso@missionwealth.com
(805) 690-3853
Kimberly Horn
MBA, CFP®, AAMS®, AWMA®
Client Advisor

khorn@missionwealth.com
(805) 690-3881
 Tricia Fahnoe
MBA, CFP®, MS
Client Advisor

tfahnoe@missionwealth.com
(805) 690-3852
 Jenna Rogers
CFP®, AAMS®, AWMA®
Client Advisor

jrogers@missionwealth.com
(805) 690-3909
 Greg Smith Greg Smith
CFP®, CRPS®, ChFC®
Client Advisor Associate

gsmith@missionwealth.com
(805) 690-3903
Rory Macdonald Rory Macdonald
MA, AAMS®, AWMA®
Client Advisor Associate

rmacdonald@missionwealth.com
(805) 690-3854
 Brad Tisdale Brad Tisdale
MS
Director of Insurance Services

btisdale@missionwealth.com
(805) 690-3874
 KieranOsborneKieran Osborne
MBus, CFA®
Portfolio Manager

kosborne@missionwealth.com
(805) 690-3862
 Jessica Rossman Jessica Rossman
Portfolio Administrator

jrossman@missionwealth.com
(805) 690-3908
Diane WilliamsonDiane Williamson
Director of Operations

dwilliamson@missionwealth.com
(805) 690-3902
 Marcie Lund
Marketing Coordinator

mlund@missionwealth.com
(805) 690-3878
 Dawnielle Brownell
Administrative Assistant

dbrownell@missionwealth.com
(805) 690-3872
 Julia Rehorik
Administrative Assistant

jrehorik@missionwealth.com
(805) 690-3879