The Team

Penica, Place and Associates

Our Advisors

Jay Penica

Jay Penica

Private Wealth Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Investments
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies

Education

Indiana University of Pennsylvania, Bachelor of Science, College for Financial Planning, Chartered Retirement Planning Counselor, College for Financial Planning, Certified Fund Specialist
AR License #3532415

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Roger Allan Place

Roger Allan Place

Private Wealth Advisor

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Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Saving for Education

Education

BA in Business Administration, Franklin and Marshall College, 1994, High School Diploma, Lancaster School District, 1989

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Eric Cain

Eric Cain

Financial Advisor

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Designations

CLTC®, APMA®

Top Areas of Focus

  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies

Education

Bachelor of Science in Psychology, Lebanon Valley College 2009
AR License #15718184

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Sean Hoffecker

Sean Hoffecker

Financial Advisor

Our Staff

Dyana J. Penica

Dyana J. Penica

Operations Director

Deborah Putnam

Deborah Putnam

Client Service Coordinator

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Roles & Responsibilities

  • Co-ordinate client needs with each of our advisors.
Tammy Neely

Tammy Neely

Client Service Specialist

Joanne Brady

Joanne Brady

Client Service Coordinator

Cynthia Place

Cynthia Place

Operations Manager