Mission Wealth Employee Directory

Mission Wealth corporate office is located in 1111 Chapala St Fl 3, Santa Barbara, California, 93101, United States and has 201-500 employees.

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Employees by Department

Departments

Number of employees

Finance

C-Suite

Sales

Information Technology

Operations

Human Resources

Marketing

Key Employees of Mission Wealth

Michelle Wisni...
Partner and Chief Marketing Officer
PhoneEmail
Dannell Stuart
President
PhoneEmail
MA
Matthew Adams
President & Chief Investment Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Mission Wealth Global Presence

Location	People at location
North America	51-200
Australia	1-10
Asia	1-10

Index of contact profiles from Mission Wealth

Hundreds of professionals searching for Mission Wealth have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

AM
Alison Miller
Email Direct
Wealth Advisor
United States , California , Santa Barbara

MB
Michael Baumeister
Email Direct
Director, Tax Compliance
United States , California , Santa Barbara

CE
Cameron Enriquez
Email Direct
Wealth Planner
United States , California , Santa Barbara

SR
Scott Ranby
Email Direct
Senior Wealth Advisor
United States , California , Santa Barbara

SK
Skyler Kraemer
Email Direct
Partner & Managing Director
United States , California , Santa Barbara

GC
Glen Conway
Email Direct
Senior Wealth Advisor
United States , California , Santa Barbara

OS
Oliver Schulten
Email Direct
Senior Wealth Advisor & Associate
United States , California , Santa Barbara

JM
Jacob Mortensen
Email Direct
Senior Wealth Advisor
United States , California , Santa Barbara

ED
Elizabeth Deutsch
Email Direct
Senior Payroll & Benefits Specialist
United States , California , Santa Barbara

TA
Thomas Aune
Email Direct
Senior Manager, Information Technology
United States , California , Santa Barbara

JK
Joey Khoury
Email Direct
Partner and Senior Wealth Advisor
United States , California , Santa Barbara

AK
Andrew Kulha
Email Direct
Partner. Director of Estate Strategy
United States , California , Santa Barbara

AC
Abby Chajon
Email Direct
Manager, Operations
United States , California , Santa Barbara

Dannell Stuart
Email Direct
President
United States , California , Santa Barbara

JM
Jose Monreal
Email Direct
Partner
United States , California , Santa Barbara

SC
Steve Caltagirone
Email Direct
Partner and Managing Director
United States , California , Santa Barbara

JR
Jeremy Ragar
Email Direct
Partner - Senior Wealth Advisor
United States , California , Santa Barbara

AH
Amy Hollibaugh
Email Direct
Wealth Advisor
United States , California , Santa Barbara

AB
Andrew Buck
Email Direct
Manager, Data & Analytics
United States , California , Santa Barbara

TS
Tarren Schaar
Email Direct
Wealth Advisor
United States , California , Santa Barbara

TB
Timothy Brown
Email Direct
Partner and Senior Wealth Advisor
United States , California , Santa Barbara

KF
Kaleo Fernandez
Email Direct
Wealth Advisor & Associate
United States , California , Santa Barbara

CS
Claudia Sawaf
Email Direct
Partner and Senior Wealth Advisor
United States , California , Santa Barbara

JR
Jenna Rogers
Email Direct
Partner. Managing Director. Senior Wealth Advisor
United States , California , Santa Barbara

MD
Michelle Daniels
Email Direct
Salesforce Administrator
United States , California , Santa Barbara

12 3 4 5

Former Employees at Mission Wealth

Explore people who held key positions, contributed to Mission Wealth's success, and advanced their careers.

Atle Skalleberg

Growth Partner at Great Hill Partners

Worked as Advisor

at Mission Wealth (2025-2026)

Direct

Herb Flores

Senior Vice President,... at Farther

Worked as Senior Wealth Advisor

at Mission Wealth (2025-2025)

Direct

Kara Dorothy

Senior Financial Plann... at Mercer Advisors

Worked as Senior Wealth Advisor & Associate

at Mission Wealth (2021-2024)

Direct

Mask Content

Vice President, Client... at Proficio Capital Partn...

Worked as Mergers Manager, Partner Development

at Mission Wealth (2025-2026)

Direct

Mask Content

Associate Portfolio Ma... at EP Wealth Advisors

Worked as Investment Associate

at Mission Wealth (2021-2022)

Direct

Mask Content

Wire Associate at Columbia Bank

Worked as Client Services Representative

at Mission Wealth (2023-2023)

Direct

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Frequently Asked Questions Regarding Mission Wealth Employees

How many employees does Mission Wealth have?

Mission Wealth has 201-500 employees

Who are Mission Wealth key employees?

Some of Mission Wealth key employees are Michelle Wisniewski, Dannell Stuart, Matthew Adams

Where is Mission Wealth located?

Mission Wealth’s headquarters are located at 1111 Chapala St Fl 3, Santa Barbara, California, 93101, United States

How do I contact Mission Wealth?

Mission Wealth Contact Info: Phone number: (805) 882-2360 Website: www.missionwealth.com

What does Mission Wealth do?

Mission Wealth is an independent registered investment advisory firm that provides comprehensive wealth management and financial planning services for individuals, families, and organizations. The firm delivers personalized investment guidance, tax planning, estate planning coordination, philanthropic strategies, and risk management solutions tailo... Read More

Is Mission Wealth a public company?

Mission Wealth is private company therefore does not currently have an official ticker symbol

See more information about Mission Wealth Employees