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

Sheri Hoble

CFP®, CPA

Financial Advisor

Learn more about Sheri Hoble Visit Sheri Hoble'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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Ginger Cardona

Ginger Cardona

Assistant

Roles & Responsibilities

  • Providing support to our Financial Advisor, Sheri
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