SANTA BARBARA, Calif.,
Dec. 23, 2020 /PRNewswire-PRWeb/ --
Mission Wealth is pleased to announce the addition of four new
partners to the firm: Jenna Rogers,
Renee Hennessee, Ryan Niedbalski, and Jeff Avila.
"We are excited to welcome four new partners to the firm,
bringing our grand total to fifteen and helping us ensure that we
have expanded leadership to steward the firm for many years to
come," said Matthew Adams, President
at Mission Wealth. "Expanding equity ownership within the firm
remains central to our team philosophy because it reflects our
desire to serve the needs of our clients across future generations
and is also key for employee attraction and retention. We are
thrilled with the addition of these new partners to our owner group
and are eager to continue the expansion of the partnership group
each year."
Jenna Rogers is an Advisor at
Mission Wealth and leads the Santa
Barbara regional team. She takes a collaborative approach to
planning with her clients to ensure that their financial goals and
dreams are reached. She has knowledge and experience working with
the financial goals of young families, divorcees, and widows, as
well as with the complexities of stock options. Jenna has been with
Mission Wealth since 2008. During those 12 years, she has obtained
numerous certifications and has taught multiple lectures on
financial planning. She has been quoted in many publications, such
as TheStreet, LifeZette, CreditCards.com and Realtor.com.
Jenna holds a Certified Financial Planner® (CFP) designation, is
an Accredited Asset Management Specialist® (AAMS), and is also an
Accredited Wealth Management Advisor® (AWMA). In 2014, Jenna earned
a Master of Science in Financial Planning from the College of
Financial Planning. She is an active member in the Santa Barbara community, with leadership roles
in the Junior League of Santa
Barbara and CALM. When not helping others realize their
financial dreams, you can find Jenna traveling, cooking or spending
time with her husband and 2 Boston Terriers.
"When I was first hired at Mission Wealth, I couldn't believe
how lucky I was to find a company that aligned so perfectly with my
personal values. The leaders of the company were caring, passionate
about what they did and fun to work for. It felt too good to be
true. Here I am today, 12 years later, becoming a part of that
leadership team that I once looked up to, and I couldn't be more
grateful and excited for what's to come," said Rogers.
Renee Hennessee has been with
Mission Wealth for nearly seven years and is an energetic,
innovative and results-focused technology professional. As the
Director of Technology for Mission Wealth, she has remarkably
spearheaded and managed integration, automation, CRM technology
administration, and training operations initiatives for the firm.
Renee constantly strives to make the firm's client services and
internal operations more efficient and future-ready.
Renee holds the Accredited Wealth Management Advisor® (AWMA)
designation and earned a Bachelor of Arts from the University of California, Santa Barbara. Throughout
her professional career across the journalism, property management
and energy efficiency fields, she has honed her resourcefulness,
team-building and project management expertise. Her community
involvement includes being the chair of the community relations
work group at CALM (Child Abuse Listening Mediation), a Master
Gardener volunteer, and a longtime micro-loan lender to
entrepreneurs worldwide with Kiva.
"I am so fortunate to be with Mission Wealth - a fantastically
supportive company where you can build a career among caring and
high-achieving individuals. It's truly an honor to be welcomed into
the partner group. I am so grateful to all my colleagues for
bringing the best out of me and to the amazing technology team for
being the best," said Hennessee.
Ryan Niedbalski is an Advisor at
Mission Wealth and joined the firm in early 2017. He has done a
phenomenal job at leading the Central South regional team and
serving clients across the region. Ryan holds a Certified Financial
Planner® (CFP) designation and is also a Chartered Life
Underwriter® (CLU). In 2009, Ryan earned a Bachelor of Science in
Economics from Louisiana State
University.
Ryan began his career as an apprentice at Legacy Planning Group,
a well-respected firm in Zachary,
Louisiana, focused specifically on the facets of estate
protection and creation. From there, he moved to Long Beach, CA, to join Bryson Financial
Group, where he focused on education for corporate retirement plans
as well as personal planning for executives and owners. He now
resides in Austin, TX, serving
clients across the central-southern region of the United States.
"I am honored to join an organization with such a focus on
integrity and treating people the right way. The culture at Mission
Wealth is second to none and I'm proud to work alongside such a
talented team of individuals," said Niedbalski.
Jeff Avila is an Advisor at
Mission Wealth and leads the Colorado regional team. Jeff has done an
exceptional job advising clients on custom investment strategies,
deep financial planning, risk management, and tax solutions. In
addition to attending the College for Financial Planning in
Colorado, he holds a Certified
Financial Planner® (CFP) designation.
Jeff has over 20 years of experience in the investment
management industry. Before joining Mission Wealth in 2018, he was
a Senior Wealth Advisor with Omega Financial Group. Prior to that,
he was with Fidelity Investments, where he was a Vice President,
Financial Consultant in the Private Client Group. During his time
with Fidelity, Jeff received multiple awards, including a two time
President's Circle Award and several Achiever Awards for service
excellence and leadership.
"I couldn't be more excited about joining the partner group at
Mission Wealth. Getting to know everyone at the firm over the last
three years has solidified my decision to commit the rest of my
career to working alongside these talented individuals. With
Mission Wealth I believe we are strongly positioned to help improve
our client's financial futures," said Avila.
The Mission Wealth Owner Group now consists of fifteen Partners:
Seth Streeter, Brad Stark, Matthew
Adams, Tricia Fahnoe,
Dannell Stuart, Steve Caltagirone, Andy
Penso, Geoff Gaggs,
Brian Sottak, Kieran Osborne, Michelle
Winkles, Ryan Niedbalski,
Renee Hennessee, Jeff Avila, and Jenna
Rogers.
About Mission Wealth
Mission Wealth is a nationally recognized RIA founded in 2000 that
oversees over $3.9 Billion in client
assets under management. Mission Wealth is known for its service
model, driven by a world-class technology stack that offers
financial planning, investment counsel, tax strategies, estate
planning coordination, philanthropic advice, and risk management
solutions tailored to each client's needs.
Mission Wealth's vision is to provide caring advice that
empowers families to achieve their life dreams. Our founders were
pioneers in the industry when they embraced the client-first
principles of objective advice, comprehensive financial planning,
coordination with other professional advisers, and proactive
service. Mission Wealth is a fiduciary, and our holistic planning
process provides clarity and confidence. For more information on
Mission Wealth, please visit https://missionwealth.com.
Mission Wealth is a Registered Investment Adviser. This document
is solely for informational purposes, no investments are
recommended. Advisory services are only offered to clients or
prospective clients where Mission Wealth and its representatives
are properly licensed or exempt from licensure. No advice may be
rendered by Mission Wealth unless a client service agreement is in
place.
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Media Contact
Michelle Winkles, Mission Wealth
LP, +1 (805) 690-3854, mwinkles@missionwealth.com
Matthew Adams, Mission Wealth LP,
(805) 450-6631, madams@missionwealth.com
SOURCE Mission Wealth LP