Houston, TX San Felipe Street Office

Eleanor Cooke is a financial advisor at Mission Wealth Management, LP with 32 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at The Leaders Group Inc, First Heartland Capital Inc, and Houston Advantage Insurance Brokerage. Mission Wealth Management is a multi-team advisory firm that serves affluent individuals, families, and institutional clients with customized wealth management, financial planning, and portfolio management services. The firm employs long-term strategies across various asset classes and offers services including tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary oversight.

Andrew Kulha is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2022. His prior experience includes roles at Mariner Wealth Advisors and Patriot Wealth Management, Inc., among others. Kulha has a background that includes legal practice through Kulha Law LLC. Mission Wealth Management is a multi-team SEC-registered advisory firm that serves affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm offers customized, long-term wealth management strategies through tiered service models and incorporates a wide range of investment options, including alternative investments and tax-aware portfolio management.

Leopold Lueddemann is a financial advisor at Mission Wealth Management, LP in Houston, TX, holding a Series 65 credential with less than one year of industry experience. Prior to joining Mission Wealth, he held roles at Deloitte Consulting LLP and the Markham Group, and has a background that includes attending George Washington University. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, pension plans, endowments, and retirement plan sponsors with customized wealth management, financial planning, and portfolio management services that emphasize long-term strategies and a broad range of investment options.

Bennett Baiamonte is a financial advisor with Mission Wealth Management, LP in Houston, TX, holding Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at Fidelity Investments and various positions related to education and logistics. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients through personalized wealth management, financial planning, and portfolio management. The firm employs customized, long-term strategies using a range of investment vehicles and offers additional services such as risk management and fiduciary consulting.

Thomas Whitby III is a Certified Financial Planner® with 30 years of industry experience. He has been with Mission Wealth Management, LP since 2025 and previously worked at Logic Capital Management, LLC for 13 years. He is also appointed with various life insurance and annuity companies. Mission Wealth Management is a multi-team advisory firm serving affluent and high-net-worth individuals, families, and institutional clients. The firm provides customized wealth management, financial planning, and portfolio management services using a broad range of investment strategies, including alternative investments and tax-aware trading.

Donald Roberts is a CFP® with eight years of industry experience, currently serving as an advisor at Mission Wealth Management, LP. He previously worked at Logic Capital Management, LLC for five years and spent 23 years with Westwood Holdings Group (formerly Woodway Financial Advisors). Outside of his advisory role, he is president of Silver Fox Advisors, a consulting and mentoring organization. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized wealth management and financial planning services using long-term strategies that incorporate ETFs, mutual funds, individual securities, alternative investments, and third-party sub-advisors.

Leah Naish is a financial advisor at Mission Wealth Management, LP in Houston, TX, holding a Series 65 registration. She has one year of industry experience, having previously worked in various roles at companies including Hewlett Packard Enterprise and Infosys. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients through customized wealth management and financial planning. The firm employs long-term investment strategies across a diverse range of asset classes and offers discretionary account management along with specialized consulting services.

Paige Guinn is a Certified Financial Planner® based in Houston, Texas, with 24 years of industry experience. She currently works at Mission Wealth Management, LP and previously held roles at Logic Capital Management, LLC and Integra Wealth Advisors. She is also a licensed life insurance agent in Texas. Mission Wealth Management is a multi-team SEC-registered advisory firm that serves affluent individuals, families, and institutional clients. The firm offers customized wealth management, financial planning, and portfolio management solutions through a variety of service tiers and employs a diversified investment approach including alternative assets and tax-aware strategies.