Pathlight Wealth Management

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Pathlight Wealth Management
Team photo for Pathlight Wealth Management

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Advisors

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 Jay Penica

Jay Penica

CRPC, CLTC®, APMA®

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Jay Penica's website
Advisor photo for Connor McCracken

Connor McCracken

APMA®, RICP®, CEP®

Financial Advisor

Certified Estate Planner™
Visit Connor McCracken's website
Advisor photo for Thomas Steiner

Thomas Steiner

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Thomas Steiner's website


Team

Sheri Sondheimer

Sheri Sondheimer

Client Service Coordinator

Nancy Curtis

Nancy Curtis

Client Service Coordinator

Nancy Beard

Nancy Beard

Client Service Manager,

Operations Director