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

Kayla round

Kayla Williford Johnson
Financial Planning Associate

2019 09 Susan Formal_Round