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Specialties
Penny is a dedicated Wealth Advisor with more than 35 years of experience in the financial industry.
Much of her career was spent at Bank of America/Merrill Lynch, where she built expertise in consumer banking, investments, and compliance management. Since joining our team in 2012, Penny has enjoyed partnering with clients to create thoughtful, personalized financial plans that reflect their goals and values. Her approach is guided by a commitment to helping others manage their resources wisely, with biblical principles at the center of all she does. Away from the office, Penny treasures time with her husband, Corey, their four children, and four grandchildren. She loves spending time outdoors hiking, getting lost in a good book, and exploring new places with loved ones. Penny is also an active member of Bethel Baptist Church, where she finds joy serving in the Children’s Ministry.
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Always free for clients.
CPFA, WMCP, RICP, ChFC
Chartered Designations
What do these credentials mean?
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Investment Advisory Services are offered through Inspire Advisors, LLC, a Registered Investment Adviser with the SEC.