Meet the Team
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
Lindsay Wright
Office Administrator
Davis Byrd
Financial Services Intern
John Lohse
Portfolio Analyst
CFA®
Susan Penn
Administrator