Pennington Wealth Management

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Pennington Wealth Management
Team photo for Pennington Wealth Management

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Advisors

Jalin Casares

APMA

Financial Advisor

Associate Vice President of Pennington Wealth Management
Visit Jalin Casares's website

Jacqueline Warner

Associate Financial Advisor

Client Relationship Manager
Visit Jacqueline Warner's website

Elton Wong

CFP®

Associate Financial Advisor

Client Service Manager
Visit Elton Wong's website

Kyndal Martin

Associate Financial Advisor

Visit Kyndal Martin's website


Team

Jamie Blum, CFP

Jamie Blum, CFP

Paraplanner,

Chief Operating Officer of Pennington Wealth Management

Qualifications

  • 19 years with the practice

  • CFP®

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Neil Parmar

Neil Parmar

Client Service Coordinator

Personal Intro

Call Neil to schedule an appointment with Darrell.

Qualifications

  • 7 years with the practice

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Mark Zwick

Mark Zwick

Client Service Coordinator

Qualifications

  • 1 year with the practice

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Brandon Chizer

Brandon Chizer

Client Service Coordinator

Qualifications

  • 1 year with the practice

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Lisa Horton

Lisa Horton

Operations Manager

Qualifications

  • 19 years with the practice

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Elizabeth Perez

Elizabeth Perez

Operations Specialist

Qualifications

  • 2 years with the practice

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Allison Lee

Allison Lee

Operations Manager

Qualifications

  • 1 year with the practice

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Symone LeFlore Murphy

Symone LeFlore Murphy

Business Development Specialist

Qualifications

  • 2 years with the practice

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Cassandra Gonzalez

Cassandra Gonzalez

Operations Specialist

Qualifications

  • 12 years with the practice

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Haley Daniel

Haley Daniel

Operations Specialist

Qualifications

  • 6 years with the practice

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Hien Pham, BFA

Hien Pham, BFA

Client Service Coordinator

Qualifications

  • 1 year with the practice

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Anna Werner

Anna Werner

Administrative Assistant

Qualifications

  • 8 years with the practice

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Yaaresi Leon

Yaaresi Leon

Operations Specialist

Qualifications

  • 3 years with the practice

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Becky Lombard

Becky Lombard

Administrative Assistant

Qualifications

  • 2 years with the practice

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Campbell Robinson

Campbell Robinson

Operations Specialist

Qualifications

  • 2 years with the practice

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Nomminheh Silue

Nomminheh Silue

Administrative Assistant

Qualifications

  • 1 year with the practice

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Annikka Berg

Annikka Berg

Receptionist

Qualifications

  • 1 year with the practice

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