Our goal is to have a positive, lasting impact on our clients' lives by helping them build and preserve a secure financial future.


Our advisors

Bill Penland Jr

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bill Penland Jr Visit Bill Penland Jr's website


Our team

Virginia Gonzalez

Virginia Gonzalez

Client Service Specialist

Personal Intro

Virginia works with Bill to support client appointments and needs.

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