Pathlight Wealth Management

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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

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Advisors

Jay Penica

CFS®, CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Jay Penica's website

Roger Allan Place

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Roger Allan Place's website

Connor McCracken

APMA, RICP®

Financial Advisor

Retirement Income Certified Professional®
Visit Connor McCracken's website

Thomas Steiner

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Thomas Steiner's website

Harris Greene

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Visit Harris Greene's website


Team

Tammy Neely

Tammy Neely

Office Manager,

Client Service Manager
Sheri Henderson

Sheri Henderson

Client Service Coordinator

Cameron Place

Cameron Place

Marketing Manager

Nancy Curtis

Nancy Curtis

Client Service Coordinator

Nancy Beard

Nancy Beard

Client Service Manager