Meet the Team

Rob round 2
 

Robert L. Penn Jr.
President and Wealth Consultant

CFP®, CRPS®

 

 

Jason round
 

Jason T. Wheeler
CEO and Wealth Consultant

CFP®, AIF®, CLU®, ChFC®

John round 2
 

John B. Zachary
Associate Wealth Advisor

CFP®

Maggie round
 

Maggie Ernst
Client Services Manager

Adam round
 

Adam McManus
Paraplanner

Katie round
 

Katie A. Henderson
Marketing Director

Kayla round
 

Kayla Williford Johnson
Paraplanner

Round logo
 

Susan Penn
Administrator