
| ROBERT L. PENN, JR., CRPS Financial Consultant President & Co-Owner E-mail: rob@pathfinderwc.com
Professional Registrations, Licenses and Designations: - 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 - Certified Retirement Plan Specialist
| 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
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| JASON T. WHEELER, CFP®, AIF®, CLU®, MBA Wealth Consultant CERTIFIED FINANCIAL PLANNER™ Professional Accredited Investment Fiduciary® Co-Owner & Corporate Vice President E-mail: jason@pathfinderwc.com
Professional Registrations, Licenses and Designations: - FINRA Series 7, 31, 63, and 65 securities registrations - NC Life Insurance Agent - NC Accident & Health or Sickness , Insurance Agent - NC Long-Term Care Insurance Agent- NC Variable Life and Variable Annuity Agen - Chartered Life Underwriter
| Jason is a Wealth Consultant and founding partner of Pathfinder Wealth Consulting. He has been in the financial services industry since 1999. He is a CERTIFIED FINANCIAL PLANNER™ professional. He also earned the Accredited Investment Fiduciary® professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. He has received the center's 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 went on to graduate as Outstanding MBA student in 2003 from UNCW. In 2004, he received the Young Alumnus of the Year Award from his alma mater and is Past Chairman of the Board of Directors for its Alumni Association. Jason also teaches Corporate Finance in the Cameron School of Business at UNCW. He is a member of the Financial Planning Association, the Financial Services Institute, the Center for Fiduciary Studies, and the Coastal Conservation Association. He is also a member of Pine Valley Country Club. 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 two rescue dogs, Vader and Maya. He is passionate about surfing and loves to travel to new surf spots around the world. When there are no waves, he spends his time outdoors playing golf, competitive sand volleyball, and boating with his family! Back to top
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| I. BLAKE STILES Registered Client Service Manager Corporate Treasurer E-mail: blake@pathfinderwc.com Professional Registrations: - FINRA Series 7 and 63 securities registrations |
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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.
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 | JOHN B. ZACHARY Paraplanner E-mail: john@pathfinderwc.com
Professional Registrations: - FINRA Series 7 and 66 securities registrations | 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. Through this he assists with clients' risk management issues, researching and monitoring the firm's insurance products. John also serves on the firm's Investment Committee, assists with investment research and performance reporting, and helps with the trading & rebalancing of clients' portfolios.
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 has also owned and operated his own business—an online retail store that sold sporting apparel and accessories. John is FINRA Series 7 and 66 securities registered and he is currently working on his CERTIFIED FINANCIAL PLANNERTM designation. John is also a member of the Surfrider Foundation Cape Fear Chapter and the Appalachian Trail Conservancy.
John is one of the rare Wilmington residents that was born and has lived here his entire life—he loves all the things that this area has to offer. John is very close to his family; all who still live in Wilmington, 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, hiking, golfing, and traveling.
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| MEGAN F. KOPKA, CRPC Analyst E-mail: megan@pathfinderwc.com
Professional Registrations, Licenses and Designations: - FINRA Series 7, 31, and 66 securities registrations - NC Life & Health Insurance - NC Long-Term Care Insurance - Certified Retirement planning Counselor | Megan serves as Analyst for the team's investment and wealth management services business. Prior to Pathfinder, Megan was a Financial Advisor with Merrill Lynch. As a former math educator, she decided to join the industry in 2007 with a goal of helping businesses and families with their important financial decisions. Megan assists our team of advisors with comprehensive wealth management needs of our individual clients and in the firm's retirement plan business. She is an essential member of the team working alongside business owners and executives to connect non-proprietary and independent solutions our firm offers with their business. Megan plays a role in assisting our advisors in servicing plans, while adhering to the best practices of the industry and our firm to help improve plan compliance, participation, and fee disclosure.
Originally, a native Clevelander, both college and the weather brought Megan to North Carolina, where she graduated from ECU with a BS in Economics. Megan is an active participant in the community; she volunteers with the United Way on their advisory council, she collaborates and guest speaks with the dRC (disability Resource Center) frequently, and is the corporate chair member for the ALS Association Walk committee here in Wilmington.
Megan is married to Chef Keith Kopka, a Culinary Institute of America graduate. A chef is a great asset to a family that loves dining! Keith, Megan and their two children, Bruce and Jaden, enjoy fine cuisine in their home. Megan and Keith happily claim their seats in the crowd as spectators at girls travel soccer for Jaden and for Bruce's numerous positions for Ashley High School football, Varsity Wrestling and pole vaulting for the Ashley track team coached by his Dad, Keith. The entire water-loving family enjoys their down time at the area beaches and love living near the ocean. http://easysite.commonwealth.com/Applications/EasySiteSystem20/Builder/secCreating_Editing/secContent/secModules/wfAddText.aspx?cmd=Update&iSiteID=1238&iPageID=23377&iZoneID=1&iPageLocationID=4&iModuleID=3&iModuleOrder=3&iCellWidth=582#
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Jason Wheeler and Robert Penn 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
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