Penny manages portfolios on a discretionary basis, provided access to both public and private markets. By leveraging her extensive knowledge and experience in wealth management, comprehensive wealth strategies are created with a focus on wealth creation, preservation and succession for business owners, their families, professionals, and other private clients.
Penny grew up as an avid volleyball and basketball player, with a general love for sports. In her spare time, Penny loves to create content centered around wealth management, spends time with her fur baby and as a co-caregiver to her aging parent, appreciates family time dearly.
