Meet the Team

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Robert L. Penn Jr.
President and Wealth Consultant

CFP®, CRPS®

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Jason T. Wheeler
CEO and Wealth Consultant

CFP®, AIF®, CLU®, ChFC®

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John B. Zachary
Associate Wealth Advisor

CFP®

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Lauren Smith
Marketing and Business Development
 

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Maggie Ernst
Client Services Manager

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Nicholas Cellini
Paraplanner and Research Analyst

MSTFP

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Gray Fitzhugh
Paraplanner

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Susan Penn
Administrator