Pathlight Wealth Management

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

close

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

View Larger


Advisors

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 Roger Allan Place

Roger Allan Place

APMA®

Private Wealth Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Roger Allan Place'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