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

Bill Penland Jr

CFP®

Private Wealth Advisor

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

Sheri Hoble

CFP®

Financial Advisor

Learn more about Sheri Hoble Visit Sheri Hoble's website

Our team

Beth Herrmann

Beth Herrmann

Operations Director

Roles & Responsibilities

  • Supporting Bill with Compliance matters
  • Training of new staff
  • Handling basic client transaction requests (i.e.: money movement requests)
  • Supporting new account opening paperwork, and changes to existing accounts
  • Collecting and updating all client data for Financial Plans
  • Handling office operations, including service providers, office and office systems needs
View more
Virginia Gonzalez

Virginia Gonzalez

Administrative Assistant

Ginger Cardona

Ginger Cardona

Assistant

Roles & Responsibilities

  • Providing support to our Financial Advisor, Sheri
View more