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®, CRC®

Maggie round
 

Maggie Ernst
Client Services Manager

Kayla round
 

Kayla Williford Johnson
Financial Planning Associate

Katie round
 

Katie Ann Henderson
Marketing Director

Photo Coming Soon
 

Lindsay Wright
Office Administrator

2019 09 Susan Formal_Round
 

Susan Penn
Administrator

 

Lohse round

 

John Lohse
Portfolio Analyst

CFA®

Photo Coming Soon
 

Davis Byrd
Financial Planning Associate