Mission Wealth, a nationally recognized registered investment advisory (RIA) firm delivering comprehensive financial planning and wealth management solutions, has announced its 2026 partner class. With the addition of these eight new partners, the firm's partner group now totals 66 leaders, representing approximately one-third of firm personnel. This marks a significant milestone in Mission Wealth's growth and commitment to internal ownership and leadership continuity across the organization.
The 2026 partner class reflects Mission Wealth's belief that strong client outcomes are rooted in shared responsibility and talent developed from within.
The 2026 partner class includes:
Will Foley, senior wealth adviser
Helena Gould, marketing director
Cole Haddock, senior wealth adviser
Mark Herman, senior wealth adviser
Kristi Kearney, senior wealth adviser
Lisa Murphy, senior wealth adviser
Jeremy Ragar, senior
