Pathlight Wealth Management

Advisors

Advisor photo for Jay Penica

Jay Penica

CRPC, CLTC®, APMA®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Jay Penica's website
Advisor photo for Roger Allan Place

Roger Allan Place

APMA®

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Roger Allan Place's website
Advisor photo for Connor McCracken

Connor McCracken

APMA®, RICP®, CEP®

Financial Advisor

Certified Estate Planner™
Visit Connor McCracken's website


Team

Nancy Curtis

Nancy Curtis

Client Service Coordinator

Sheri Sondheimer

Sheri Sondheimer

Client Service Coordinator

Cameron Place

Cameron Place

Marketing Director

Nancy Beard

Nancy Beard

Client Service Manager,

Operations Director