Robert L. Penn Jr. President and Wealth Advisor CFP®, CRPS®
Jason T. Wheeler CEO and Wealth Advisor CFP®, AIF®, CLU®, ChFC®
John B. Zachary Wealth Advisor CFP®, CRC®
Maggie Ernst Client Services Manager
Kayla Williford Johnson Financial Planning Associate
Katie Ann Henderson Marketing Director
Adam McManus Financial Planning Associate
John Lohse Portfolio Analyst CFA®
Susan Penn Administrator