As CEO of Mission Wealth, I am responsible for the strategic direction of the firm, enhancing the client experience, elevating firm resources, and developing our client service teams and personnel so that they have freedom to deliver exceptional advice. I enjoy working with a select group of clientele, and remain actively involved on the firm's Investment Committee and lead our Executive Committee. I am most fulfilled when I help our clients understand a new financial concept and believe that education and clear communication are the keys to financial peace of mind.Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA), with over 25 offices nationwide. We're best known for our service model, driven by a world-class technology stack, that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s goals and needs. The founding vision for Mission Wealth was to empower families to pursue their financial dreams and to serve client’s best interests. At the end of the day, we want our clients to know that both they and their family will be well cared for. Once they have this financial peace of mind, they can then focus on more balance, joy and impact in their life. We're more than just financial planners. Let's partner together to make your financial vision, a reality.