Team

PARTNERS

Seth Streeter, MS, CFP®, CEA®, CDFA
Chief Executive Officer
sstreeter@missionwealth.com

Seth Streeter is Co-Founder and Chief Executive Officer of Mission Wealth, a leading wealth management company that specializes in comprehensive financial planning and investment advisory services for high-net-worth clients across the country.  Mr. Streeter leads an experienced team of advisors who help empower clients to achieve their financial dreams via the company’s noted high-touch service approach… Read More

BradStarkBrad Stark, MS, CFP®, AAMS®, CMFC
Co-Founder and Chief Compliance Officer
bstark@missionwealth.com

Brad Stark is Co-Founder and Chief Compliance Officer of Mission Wealth, which has been recognized as one of America’s “Top Wealth Managers.” Mr. Stark is a member of the firm’s Executive Management and Investment committees and is responsible for the firm’s client fulfillment process. It is his visionary excellence in the financial industry that drives the strategic direction of the firm… Read More

Matthew Adams, MBA
Chief Investment Officer
madams@missionwealth.com

Matthew Adams is the Chief Investment Officer at Mission Wealth and a partner in the firm.  As CIO, he is responsible for all portfolio management, trading, analysis, and research functions as well as leading the firm’s fifteen-member Investment Committee.   Mr. Adams manages a client advisor department of twelve professionals, is a member of the Executive Committee, and participates in the business development efforts of the firm… Read More

Tricia Fahnoe, MBA, CFP®, MS
Client Advisor
tfahnoe@missionwealth.com

Tricia Fahnoe is a Partner and a Client Advisor at Mission Wealth. Tricia has over twenty years of experience in the investment world. She has extensive experience working with retirees, business owners, doctors, physicians, and independent women… Read More

Geoff Gaggs, MS, CFP®
Client Advisor
ggaggs@missionwealth.com

Geoff Gaggs is a Partner and a Client Advisor for Mission Wealth. It is the responsibility of Mr. Gaggs to ensure the highest level of service and attention is consistently delivered to clients of the firm. Mr. Gaggs specializes in servicing clients undergoing retirement, business owners, accountants, and family members with special needs… Read More

Andy Penso, MS, CFP®, CAP®, AWMA®
Client Advisor
apenso@missionwealth.com

As a Partner and Client Advisor at Mission Wealth, Andy Penso is responsible for delivering customized financial planning, risk management and tax planning solutions to high net worth clients in order to help them achieve their personal and financial goals… Read More

Dannell Stuart, CFP®, ChFC®, CLU®, CASL®
Director of Business Development
dstuart@missionwealth.com

Dannell Stuart is the Director of Business Development and a Client Advisor for Mission Wealth. She is responsible for the firm’s business development activities and enjoys being involved in welcoming new clients to the firm. Ms. Stuart also devotes time servicing her long-term client relationships… Read More



TEAM MEMBERS

SCaltigirone- team pageSteve Caltagirone, MBA, CFP®
Client Advisor
scaltagirone@missionwealth.com

Steve serves as a Client Advisor for Mission Wealth, bringing their advisory services to the San Francisco Bay Area. Steve works directly with Mission Wealth clients to assess their financial goals and then develop a tailored plan to assist in their goal achievement… Read More

Davis24RGB_webDavis Edwards, AAMS®, AWMA®

Client Advisor Associate
dedwards@missionwealth.com

Davis Edwards is a Client Advisor Associate at Mission Wealth, responsible for assisting in the implementation of client recommendations. He works closely with Client Advisors to provide an outstanding level of client service… Read More

RGonzalez6RGB_webRick Gonzalez, MBA, CIMA®
Client Advisor
rgonzalez@missionwealth.com

Rick Gonzalez serves as a Client Advisor for Mission Wealth and works to promote the Mission Wealth brand throughout Southern California.  As a client advocate, Mr. Gonzalez works to understand client needs and develops investment, estate, and financial planning strategies to best meet clients’ current and long-term goals.  As an investment professional Mr. Gonzalez enjoys a career dedicated to helping individuals navigate the financial markets, manage unexpected life events and the emotional undertones that go along with them… Read More

Rory Macdonald, MA, CFP®, AAMS®, AWMA®
Client Advisor
rmacdonald@missionwealth.com

Rory Macdonald serves as a Client Advisor for Mission Wealth. In this process Mr. Macdonald becomes intimately acquainted with the specific goals and financial lives of clients and then delivers customized financial planning, risk management and tax planning solutions to assist in their goal achievement… Read More

Kieran Osborne, MBus, CFA®
Senior Portfolio Manager
kosborne@missionwealth.com

Kieran Osborne is Senior Portfolio Manager at Mission Wealth. He is responsible for portfolio management, trading, analysis, and research functions. Mr. Osborne conducts in-depth manager due diligence and monitors fund performance on an ongoing basis. His extensive knowledge across a variety of asset classes supports Mission Wealth’s constructive portfolio design, ultimately helping to ensure the financial needs and goals of the firm’s high net-worth clients are met… Read More

Jenna Rogers, MS, CFP®, AAMS®, AWMA®
Client Advisor
jrogers@missionwealth.com

Jenna Rogers serves as a Client Advisor for Mission Wealth. In this process Ms. Rogers becomes intimately acquainted with the specific goals and financial lives of clients and then delivers customized financial planning, risk management and tax planning solutions to assist in their goal achievement. Ms. Rogers has knowledge in advising clients such as medical professionals, young families, self-employed business owners, artists, architects, and designers… Read More

Julianna Rote, AAMS®, AWMA®

Client Advisor Associate
jrote@missionwealth.com

Julianna Rote is a Client Advisor Associate of Mission Wealth, responsible for assisting in the implementation of client recommendations. She works closely with the lead Client Advisors to provide an outstanding level of client service… Read More

Greg Smith, CFP®, CRPS®, ChFC®, CLU®
Client Advisor
gsmith@missionwealth.com

Greg Smith is a Client Advisor Associate for Mission Wealth. He is responsible for writing and developing financial plans for the firm’s high net worth clients, and coordinating the implementation of those plans with the Investment, Risk Management, Tax, and Client Relations divisions. Mr. Smith delivers significant analysis and research to the planning and servicing process of Mission Wealth’s Integrated Wealth Solution®… Read More

Amanda Thomas, MS, CFP®, CDFA
Client Advisor
athomas@missionwealth.com

Amanda Thomas serves as a Client Advisor with Mission Wealth. Ms. Thomas becomes closely acquainted with the specific goals and financial lives of her clients and then delivers financial planning, risk management and tax planning solutions to assist in their goal achievement. Ms. Thomas has extensive experience working with the financial needs and goals of divorcees, widows, and multi-generational families… Read More

Long Tran, 
Client Advisor
ltran@missionwealth.com

Long Tran serves as a Client Advisor with Mission Wealth. Mr. Tran becomes closely acquainted with the specific goals and financial lives of her clients and then delivers financial planning, risk management and tax planning solutions to assist in their goal achievement.… Read More

Diane Williamson
Director of Operations
dwilliamson@missionwealth.com

Diane Williamson is Director of Operations for Mission Wealth.  She is a member of the firm’s Executive Committee and is responsible for developing and implementing the firm’s policies and procedures with an emphasis on compliance and regulatory issues… Read More

JohnHale8RGB_webJonathan Hale, APMA®
Research Analyst and Trader
jhale@missionwealth.com

Jonathan Hale serves as a research analyst and trader at Mission Wealth. As a member of the investment team, he is responsible for trading, investment research and portfolio performance analysis… Read More

C Ramos - team pageCarla Ramos
Portfolio Administrator
cramos@missionwealth.com

Carla Ramos is Portfolio Administrator for Mission Wealth. Mrs. Ramos is responsible for maintaining all portfolio management data, cost basis reporting, performance reporting, and trading data in Mission Wealth’s San Francisco office… Read More

Marcie Lund
Senior Marketing Coordinator
mlund@missionwealth.com

Marcie Lund serves as the Senior Marketing Coordinator for Mission Wealth. Ms. Lund’s responsibilities include implementing marketing and advertising campaigns, overseeing business development activities, managing collateral and promotional materials, maintaining the firm’s online and media presence, coordinating events and presentations, and supporting the overall growth of the Mission Wealth brand … Read More

Renee Hennessee
Marketing Coordinator
rhennessee@missionwealth.com

Renee Hennessee is a Marketing Coordinator for Mission Wealth. Ms. Hennessee’s responsibilities include overseeing company sponsorships and partnerships, implementing business development activities, handling editorial and press communications, and supporting the growth of the Mission Wealth brand … Read More

Aimee Gibbings
Client Service Representative
agibbings@missionwealth.com

Aimee Gibbings serves as a Client Service Representative with Mission Wealth. She works closely with her team of Client Advisors to provide accurate and exceptional service. She prepares new account paperwork and performs ongoing account maintenance for clients… Read More

AlexXiquex20RGB_webAlexandria Xiques
Administrative Assistant
axiques@missionwealth.com

Alex Xiques supports the Mission Wealth team through her delivery of excellent service and clear, effective communication… Read More

NAVIGATION