Andrew Kulha has an impressive professional background that includes extensive experience in wealth advising, law, and contracts. Prior to joining Mission Wealth as Director of Estate Strategy, he was a wealth advisor at Mariner Wealth Advisors’ Houston office (formerly Patriot Wealth Management, Inc.). Andrew began his legal career in the contracts department of a Fortune 200 company then left to run his own estate planning law firm, which was acquired by McCulloch & Miller, PLLC. Prior to law school, Andrew worked as an associate at the local CPA firm of Kenwood & Associates, PC. With his diverse skill set and breadth of expertise, Andrew brings a wealth of knowledge and experience to his role at Mission Wealth, where he is committed to providing exceptional estate planning and advisory services to clients.
Andrew has a Bachelor's degree with honors in Government and German from the University of Texas. He has a Juris Doctorate degree from the Dale E. Fowler School of Law at Chapman University. Andrew is a licensed attorney and a member of the State Bar in both Texas and California. Additionally, he earned his CERTIFIED FINANCIAL PLANNER™ designation from the University of Georgia Terry College of Business.
David Sucec
Attorney, Hirsch & Westheimer, P.C.
His practice focuses on wealth preservation and transfer planning through designing wills, establishing trusts, planning gifts, establishing charitable foundations and other charitable vehicles, utilizing family limited partnerships and other closely held entities, and more.
David has a wide range of experience in assisting moderately wealthy and high net worth individuals and families at every stage of their estate planning: from young families seeking to preserve and protect their wealth on behalf of minor children in the event of a family disaster, to individuals entering into second marriages seeking to balance the needs and interests of the children of a prior relationship with the interests of a new spouse, and finally to individuals in middle and late life looking to maximize their wealth transfer opportunities in the most tax beneficial manner. He also advises and represents families in the probate of wills, administration of estates and trusts, and in the preparation of U.S. estate and gift tax returns.
Juliann Krolick
Senior Associate, Baker Botts L.L.P
Juliann Krolick is engaged in estate planning and estate administration for high net worth clients, with a particular focus on implementing strategies to minimize federal gift and estate taxes. Her practice involves the preparation of wills and trusts, the lifetime transfer of assets, and the restructuring of family owned businesses.
FPA Houston | 1321 Antoine Dr. | Houston, TX 77055 US
