Advisor profile


My approach

As an experienced advisor with Ameriprise Financial, I focus on working with clients that require more complex financial planning. Over my years of experience, I have come to understand that there are four things I believe clients need and want from an advisor. They want an advisor that will “know me,” “guide me,” “protect me” and “value me.” To address those needs, at Penica, Place and Associates, our approach to financial planning starts with your goals and values, not just the numbers. I will work with you to thoroughly understand what you want and expect from life and review your current financial situation in order to create a financial plan that suits your specific needs, both in the short and long-term. I understand that a financial planning relationship is not just about the numbers, it is about understanding your hopes and dreams for the future and how professional guidance can help you get there. I appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan accounts for protecting your hard work.rs

Areas of focus

  • Investments
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Estate Planning Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFS® Certified Fund Specialist
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Indiana University of Pennsylvania, Bachelor of Science
  • College for Financial Planning, Chartered Retirement Planning Counselor
  • College for Financial Planning, Certified Fund Specialist

Interests

  • I enjoy being involved in the community through consistent volunteer service.
  • My family and I love spending time outdoors.

Community participation

  • I am a past Board Member of the United Methodist Homes for Children which houses children between the ages of 8 - 18.
  • I am a past Co-Chair for Jump Street, an organization that connects communities to the arts to further education and economic opportunities.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2020
  • Ameriprise Circle of Success, 2012, and 2014-2018
  • Five Star Wealth Manager, 2014
  • Wealth & Finance International Magazine Best for Retirment Income Strategies USA, 2014
  • Wealth & Finance International Magazine, No. 1 Estate Planners - Pennsylvania, 2014
  • National Franchise Advisory Council, 2018-2020