Our Team

Guiding you forward, today and into the future.

Everyone Partners Leadership Wealth Advisors Financial Planning Team Client Services Team Marketing & Administration
About Rob
Rob Penn, Jr.
President & Wealth Advisor
CFP®, CRPS®
About Jason
Jason Wheeler
CEO & Wealth Advisor
CPWA®, CFP®, ChFC®, CLU®, AIF®
About John
John Zachary
Partner & Wealth Advisor
CFP®, CRC®
About Chris
Chris Walsh
Partner & Wealth Advisor
CFP®
About Maggie
Maggie Ernst
Partner & Client Services Manager
About Tracy
Tracy East
Marketing Director
About Brice
Brice Gibson
Wealth Advisor
About Pantelis
Pantelis Miliotis
Associate Wealth Advisor
CFP®
About Chad
Chad Slate
Associate Wealth Advisor
CFP®, AIF®, CPFA®
About Alex
Alex Greer
Associate Wealth Advisor
CFP®
About Davis
Davis Byrd
Financial Planning Associate
About Walt
Walt Hutsell
Financial Planning Associate
About Karen
Karen Brock
Financial Planning Associate
CFP®
About Tyler
Tyler Zieker
Financial Planning Assistant
About Lauren
Lauren Murphy
Administrative & Marketing Assistant
About Courtenay
Courtenay Bickler
Client Services Associate