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

Adam round

Adam McManus
Financial Planning Associate

Lohse round

2019 09 Susan Formal_Round