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Heather T

Series 66

Bellevue, WA

Mission Wealth Management, LP

Heather Thiessen is a financial advisor at Mission Wealth Management, LP with 8 years of industry experience and holds a Series 66 designation. Her prior roles include six years at Brighton Jones and several years at Raymond James Financial Services Advisors. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and personalized portfolio management. The firm uses customized, long-term strategies across a diversified range of investments, often managing accounts on a discretionary basis.

Private / alternative investments Options & derivatives strategies Cross-border / expatriate tax planning Business exit / sale strategy Founder/Business Owner Executive
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Jimmy W

Series 63, Series 66

Bellevue, WA

Mission Wealth Management, LP

Jimmy Wu is a financial advisor at Mission Wealth Management, LP with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Financial Resources Group for 23 years before joining Mission Wealth Management in 2026. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals and families, as well as institutional clients such as pension plans and endowments. The firm offers customized, long-term investment strategies through tiered service models and utilizes a range of investment vehicles including ETFs, institutional mutual funds, individual securities, and alternative investments.

Private / alternative investments Options & derivatives strategies Cross-border / expatriate tax planning Business exit / sale strategy Founder/Business Owner Executive
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Benjamin J

CFP®, Series 66

Bellevue, WA

Mission Wealth Management, LP

Benjamin Johnson is a CFP® with 11 years of industry experience, currently advising at Mission Wealth Management, LP since 2026. He spent 20 years at Financial Resources Group prior to joining Mission Wealth. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, pension plans, and endowments. The firm offers wealth management, financial planning, and portfolio management through tiered service models and emphasizes customized, typically long-term investment strategies across a broad range of asset types.

Private / alternative investments Options & derivatives strategies Cross-border / expatriate tax planning Business exit / sale strategy Founder/Business Owner Executive
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