Meet the Team

Rob round 2
 

Robert L. Penn Jr.
President and Wealth Advisor

CFP®, CRPS®

 

 

Jason round
 

Jason T. Wheeler
CEO and Wealth Advisor

CFP®, AIF®, CLU®, ChFC®

John round 2
 

John B. Zachary
Wealth Advisor

CFP®

Maggie round
 

Maggie Ernst
Client Services Manager

Adam round
 

Adam McManus
Financial Planning Associate

Katie round
 

Katie A. Henderson
Marketing Director

Round logo
 

Josh Sweeney
Investment Assistant

Kayla round
 

Kayla Williford Johnson
Financial Planning Associate

Round logo
 

Susan Penn
Administrator