Our Team People first. Finances second.

Desiree Boley
Office Administrator

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Desiree joined Pathfinder in September 2023 as our office administrator. In this role she oversees a variety of tasks to ensure an organized and efficient work environment and superior client experiences.

Desiree graduated from West Liberty University in 2016 with a BA in Arts and Education. Following graduation, she began her career where she discovered her passion for administrative work and service. During her professional journey, she has consistently recognized the significance of adopting a people-first ethos and has demonstrated an unwavering dedication to cultivating meaningful relationships with those she works with and serves.

Desiree grew up in Colliers, West Virginia and moved to Wilmington, North Carolina in 2016, following her dreams of living at the beach. In her free time, Desiree enjoys weightlifting, building/working on trucks, spending time with friends, going to sporting events, playing beach volleyball, catching sunsets, and making memories with her dogs.

Your Pathfinder Team In Wilmington

About Rob
Rob Penn, Jr.
President & Wealth Advisor
CFP®, CRPS®
About Jason
Jason Wheeler
CEO and Wealth Advisor
CPWA®, CFP®, ChFC®, CLU®, AIF®
About John
John Zachary
Partner and Wealth Advisor
CFP®, CRC®
About Maggie
Maggie Ernst
Client Services Manager
About Pantelis
Pantelis Miliotis
Associate Wealth Advisor
CFP®
About Chad
Chad Slate
Associate Wealth Advisor
CFP®, AIF®, CPFA®
About Davis
Davis Byrd
Financial Planning Associate
About Desiree
Desiree Boley
Office Administrator
About Walt
Walt Hutsell
Financial Planning Associate

Your Pathfinder Team In Cary

About Chris
Chris Walsh
Partner & Wealth Advisor
CFP®
About Alex
Alex Greer
Associate Wealth Advisor
CFP®
About Karen
Karen Brock
Financial Planning Associate
CFP®
About Lauren
Lauren Murphy
Administrative & Marketing Assistant
About Tyler
Tyler Zieker
Financial Planning Assistant
About Jim
Jim Trull
Founder of Keystone Financial Partners
CFP®, CeFT®