Santa Barbara, CA Chapala Street Office

Matthew Adams is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA, with 25 years of industry experience. He has been with Mission Wealth Management since 2003 and holds Series 63 and Series 65 licenses. Adams serves as chairman of the investment sub-committee and oversees the endowment as co-trustee of the Palmer Family Trust and through his role at the Santa Barbara Museum of Natural History. Mission Wealth Management is a multi-team advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm employs customized, long-term investment strategies across various asset classes and offers discretionary management, tax-aware trading, and ERISA fiduciary services.

Oliver Schulten is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Mission Wealth in 2022, he worked at TSG Wealth Management and spent four years affiliated with the University of California, Santa Barbara. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent and high-net-worth individuals and families, as well as pension plans, endowments, and retirement plan sponsors. The firm offers tiered wealth management and financial planning services, focusing on customized, long-term investment strategies that include ETFs, institutional mutual funds, alternative investments, and utilizes tax-aware trading and third-party sub-advisors.

Kristen Taylor is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP since 2018. Her prior work includes roles at Montcalm TCR LLC and Morgan Stanley. Mission Wealth Management is an SEC-registered multi-team advisory firm providing wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families, as well as entities such as pension plans and endowments. The firm employs customized, long-term strategies across various investment vehicles and offers services including tax-aware trading, fiduciary management, and cross-border planning.

Weston Patton is a CFP® with over 10 years of experience in financial advising, currently practicing at Mission Wealth Management, LP since 2019. His prior experience includes roles at FMB Wealth Management Inc., FMB Retirement Services Inc., and Edward Jones. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and portfolio management. The firm employs customized, long-term strategies utilizing ETFs, mutual funds, individual securities, and alternative investments, often managing accounts on a discretionary basis.

Brad Stark is a CFP® professional with 26 years of experience in the financial advisory industry, currently serving at Mission Wealth Management, LP since 2000. He holds Series 63 and Series 65 licenses and participates as an advisory board member for the Adizes Institute as well as serving on the audit committee for CSUCI. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and portfolio management primarily for affluent and high-net-worth individuals and families, along with pension plans and endowments. The firm employs customized, long-term investment strategies across a broad range of asset classes and offers services through tiered models including financial planning, investment implementation, and consulting.

Keaton Krutenat is a CFP® and holds a Series 65 license, currently working at Mission Wealth Management, LP with three years of industry experience. Prior to focusing on wealth management, he has professional experience at Integrated Procurement Technologies and was associated with Pepperdine University. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent and high-net-worth individuals, families, and institutional clients. The firm employs customized, long-term investment strategies incorporating a range of asset types and offers services through tiered financial planning and wealth management models.

Shane Holt is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mission Wealth Management, LP. He has worked at Mission Wealth Management since 2018, with prior experience at Venture Loop and Fisher Investments. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management and financial planning primarily for affluent individuals and families, along with pension plans, endowments, and retirement plan sponsors. The firm employs customized, long-term investment strategies across a broad range of asset types and emphasizes discretionary portfolio management.

Austin Roberts is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA, with two years of industry experience. He holds a Series 65 designation and has been with Mission Wealth Management since 2023. Mission Wealth Management is a multi-team SEC-registered advisory firm that offers wealth management, financial planning, and portfolio management services primarily to affluent individuals, families, and institutional clients. The firm emphasizes customized, long-term investment strategies across a wide range of asset classes and incorporates tax-aware trading, periodic rebalancing, and access to insurance products through its Risk Management Department.

Victoria Wessler is a Series 65-licensed financial advisor at Mission Wealth Management, LP in Santa Barbara, CA, with one year of industry experience. Her prior work includes roles at the University of California, Santa Barbara. Mission Wealth Management is a multi-team advisory firm serving affluent individuals, families, and institutional clients with customized wealth management, financial planning, and portfolio management services. The firm employs long-term strategies using a diverse range of investment approaches and offers additional services such as risk management and ERISA retirement plan fiduciary support.

Geoffrey Gaggs is a CFP® professional with 27 years of experience, currently serving at Mission Wealth Management, LP since 2000. He previously worked at Mutual Securities, Inc. from 2013 to 2021. In addition to his advisory role, he is involved in administrative duties related to an industrial park in Goleta, CA. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management and financial planning services primarily to affluent individuals and families, as well as institutional clients. The firm employs customized, long-term investment strategies across a range of asset classes and offers services through tiered models, including financial planning, investment implementation, and consulting.

Kieran Osborne is a CFA® charterholder with 17 years of industry experience, currently serving as an advisor at Mission Wealth Management, LP since 2013. Based in Santa Barbara, CA, he holds the Series 65 license and has been with Mission Wealth Management for 13 years. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families, as well as institutional clients. The firm emphasizes customized, long-term investment strategies across a range of asset classes and offers tiered service models including private client and family office solutions.

Jenna Rogers is a CFP® professional with 16 years of industry experience, currently serving as a client advisor associate at Mission Wealth Management, LP since 2008. She holds the Series 65 designation and is based in Santa Barbara, CA. Mission Wealth Management is a multi-team SEC-registered advisory firm that provides wealth management, financial planning, and personalized portfolio management primarily for affluent and high-net-worth individuals and families. The firm employs customized, long-term strategies using a range of investment vehicles and offers services including financial planning, investment implementation, and consulting.

Michael Dittamo is a financial advisor at Mission Wealth Management, LP in Santa Barbara, CA, with seven years of industry experience. His background includes roles at Bank of America, Merrill, and PlanMember Securities Corporation. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients through customized wealth management, financial planning, and portfolio management. The firm employs long-term strategies with diversified investments and offers services including cross-border planning and ERISA fiduciary consulting.

Claudia Arnold is a financial advisor at Mission Wealth Management, LP with 21 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Dynamic Wealth Advisors for five years. Outside of her advisory role, Claudia dedicates time to educating women on money mindset and financial empowerment through her independent initiative, Afflowent. Mission Wealth Management is an SEC-registered, multi-team advisory firm serving affluent individuals, families, and institutional clients. The firm offers customized, long-term investment strategies with a range of financial planning and portfolio management services.

Cole Clifford is a financial advisor with Mission Wealth Management, LP in Santa Barbara, CA, holding a Series 65 credential and three years of industry experience. His prior work includes positions at Indeed, Capital Chevrolet, Chili's Bar and Grill, and six years of service in the United States Army. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients with wealth management, financial planning, and portfolio management. The firm employs customized, typically long-term investment strategies across a wide range of asset classes and offers additional services including tax-aware trading, cross-border planning, and ERISA retirement plan fiduciary services.