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 Ann Henderson
Marketing Director

2019 09 Josh Formal_Round
 

Josh Sweeney

Investment Assistant

 
Kayla round
 

Kayla Williford Johnson
Financial Planning Associate

2019 09 Susan Formal_Round
 

Susan Penn
Administrator