Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

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Our advisors

Samuel O Penni

CLU®, ChFC®

Private Wealth Advisor

Learn more about Samuel O Penni Visit Samuel O Penni's website

Bill Rippey

CRPC

Financial Advisor

Learn more about Bill Rippey Visit Bill Rippey's website

Tommy Daniels

CRPC

Financial Advisor

Learn more about Tommy Daniels Visit Tommy Daniels's website


Our team

Casey Bowen

Casey Bowen

Financial Planning Assistant

Jennifer Cardona

Jennifer Cardona

Operations Manager

Kaley Daniel

Kaley Daniel

Client Service Coordinator

Anthony Torres

Anthony Torres

Investment Specialist,

Insurance Specialist