
| ROBERT L. PENN, JR. Financial Consultant President & Co-Owner E-mail: rob@pathfinderwc.com
Professional Licenses: - FINRA Series 6, 7, 26, 31, 63, and 65 securities registrations - NC Life & Health Insurance Agent - NC Medicare Supplement Insurance Agent - NC Long-Term Care Insurance Agent
| Rob is president and a founding partner of Pathfinder Wealth Consulting. He is a financial consultant and has been in the financial services industry since 1992. Rob joined the United States Army in 1983 and, after basic training, graduated with honors from Avionics School as an avionics technician. During his six years in the Aviation Branch, he achieved staff sergeant and held positions as an avionics maintenance supervisor, air assault instructor, and a re-enlistment NCO. He graduated from Officer Candidate School and Ordinance Basic Course as a Distinguished Honor Graduate in 1989. Rob then served three years in the 82nd Airborne as a platoon leader and maintenance officer. His nine years of service included two tours in Korea and nine months in Operation Desert Storm. He received the Bronze Star Medal for his accomplishments in Desert Storm.
After the end of Desert Storm and after receiving his BS from Methodist College, Rob decided to change careers and start his family. He has been working in the Wilmington area since 1994. He resides in Carolina Beach with his wife, Susan, and their two sons, Kyle and Kevin. Rob is a member of the Carolina Beach Presbyterian Church and a member of the Coastal Conservation Association. He enjoys coaching tee ball and soccer for his sons and spending time with his family at the beach, fishing, and boating in the family's "Play Penn." His favorite hobby is scuba diving and searching for additions to his Megaladon tooth collection. Rob has been working with retirees and pre-retirees since he began his career in the financial services industry more than a decade ago. He is passionate about "helping people help their families." Back to Top
|

| JASON T. WHEELER, CFP®, AIF®, MBA CERTIFIED FINANCIAL PLANNER™ Professional Accredited Investment Fiduciary® Co-Owner & Corporate Vice President E-mail: jason@pathfinderwc.com
Professional Licenses: - FINRA Series 7, 31, 63, and 65 securities registrations - NC Life & Health Insurance Agent - NC Medicare Supplement Insurance Agent - NC Long-Term Care Insurance Agent | Jason is Vice President and a founding partner of Pathfinder Wealth Consulting. He is a financial consultant and has been in the financial services industry since 1999. Jason obtained his CERTIFIED FINANCIAL PLANNER™ certification in 2006. He also earned the Accredited Investment Fiduciary® professional designation, awarded by the Center for Fiduciary Studies, which is associated witht he University of Pittsburgh. He has received their formal training in investment fiduciary responsibility and he was the first AIF® in the Greater Wilmington area.
Jason graduated magna cum laude from the University of North Carolina Wilmington in 1999 with a BS in Finance. He continued his education and graduated as Outstanding MBA student in 2003 from his beloved UNCW. In 2004, he received the Young Alumnus of the Year Award and currently serves as vice-chairman of the board of directors for the UNCW Alumni Association. He is a member of the Financial Planning Association, the Financial Services Institute, the Center for Fiduciary Studies, and the Coastal Conservation Association. He spends volunteer time with the Alzheimer's Association and various other local organizations.
Jason was born in Dayton, Ohio, and moved to eastern North Carolina, when he was seven years old. He resides in Wilmington with his wife, Ashley, and their dogs, Vader and Maya. He is passionate about his surfing, but when there are no waves, he spends his time outdoors playing competitive beach volleyball, golfing, traveling, and spending time with his family!
Back to Top
|

| I. BLAKE STILES Registered Client Service Manager Corporate Treasurer E-mail: blake@pathfinderwc.com Professional Licenses: - FINRA Series 7 and 63 securities registrations | Blake provides invaluable assistance to clients as our Registered Client Service Manager. She has been working in the financial services industry since 1993. She began her career with First Citizens Bank learning everything from personal banking to insurance. Later, she worked in BB&T's mortgage department. Blake then decided she wanted to work for a financial services firm where she would be able to combine her enthusiasm for business processing with the excitement of the securities markets. She started working with Rob Penn as a Service Assistant in 1996.
Blake was born in Long Island, NY and lived there until her family relocated to North Carolina in 1987. She graduated from East Carolina University in 1992 with a BS in Business Administration and a minor in Art. While at ECU, Blake was a member of the Sigma Sigma Sigma sorority. Also, while working in the banking industry, she volunteered at the Raleigh Museum of Art. In 1998, Blake married her best friend and fellow East Carolina University alumnus, Jeremy. Since then, the couple has started their family. They have two beautiful daughters, Logan and Karly. Blake's favorite hobby is photography and she enjoys capturing her children's memorable moments in pictures. She has recently become an active gardener and enjoys her new green thumb! Blake and Jeremy are also members of the Pirate Club at ECU and enjoy their season tickets to the football games.
Blake is a great member of our team because she shares financial goals with many of our clients. She hopes to fund her children's college education and have a successful retirement through proper planning. She infuses this interest and dedication into the work she provides for each of our clients. Back to Top
|
 | KEVIN E. WEBER Analyst E-mail: kevin@pathfinderwc.com
Professional Licenses: - FINRA Series 7 registration | Kevin is our firm's Analyst and is responsible for managing our investment process. He conducts research, monitors our allocation models and investments, and is the firm's trader. He maintains daily information on investment performance and implements our portfolio rebalancing strategies.
Kevin was born in Oak Park, IL, a suburb of Chicago. His family then moved to Connecticut where he graduated from high school. After graduation, Kevin fulfilled his lifelong desire and enlisted in the Marines. During his time in the Marine Corps, Kevin served two tours in Iraq and two tours in Afghanistan as an infantry rifleman. During his four years in the Marines, Kevin held positions as a squad leader, team leader, designated marksman, and automatic rifleman.
Kevin graduated Magna Cum Laude from the University of North Carolina Wilmington in May of 2009 with a B.S. in Finance. He was married in October of 2008 to his wife Ashley. Together they have three Labrador retrievers; Guinness, Maui, and Kona. Kevin and Ashley both love living in the Wilmington area. They make good use of their free time surfing, exercising, and traveling whenever possible.
Back to Top
|
 | JOHN B. ZACHARY Paraplanner E-mail: john@pathfinderwc.com
Professional Licenses: - FINRA Series 7 registration | John is our firm's Paraplanner and is responsible for managing our financial planning process. John develops wealth plans for our clients allowing them to make critical financial decisions and focus on becoming financially successful. He monitors our planning software, updating for changes in the markets and changes in our clients' lives. John also assists with clients' risk management issues, researching and monitoring the firm's insurance products.
John graduated from the University of North Carolina Wilmington in May of 2009 with a B.S. in Finance and Management. Throughout his college career, John worked for Harris Teeter as Office Assistant and Customer Service Clerk in the accounting department.
John is one of the rare Wilmington residents that was born and has lived here his entire life. He currently resides in Carolina Beach and loves all the things that this area has to offer. John is very close to his family; all who still live in the area, including his Mother, his twin brother, Chris, and his older brother, Billy. In his free time, John loves spending time outdoors with his two year old Chocolate Lab, Mya. He focuses on living an active lifestyle surfing, cycling, golfing, and traveling.
Back to Top
|
The Financial Professionals of Pathfinder Wealth Consulting are Registered Representatives and Investment Adviser Representatives with/and Offer Securities and Advisory Services Through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser
|