Pathfinder Wealth Management - WHO WE ARE

Professional Licenses:
- FINRA Series 6, 7, 26, 31, 63 & 65
- NC Life & Health Insurance Agent
- NC Medicare Supplement Insurance
Agent
- NC Long Term Care Insurance Agent

ROBERT L. PENN, JR.
Financial Consultant
President & Co-Owner
E-mail: rob@pathfinderwm.com

Rob is president and a founding partner of Pathfinder Wealth Management. 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 B.S. 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."

Professional Licenses:
- FINRA Series 7, 31, 63 & 65
- NC Life & Health Insurance Agent
- NC Medicare Supplement Insurance
Agent
- NC Long Term Care Insurance Agent

JASON T. WHEELER, CFP^®, AIF^®
CERTIFIED FINANCIAL PLANNER™ Professional
Accredited Investment Fiduciary^®
Co-Owner & Corporate Vice President
E-mail: jason@pathfinderwm.com

Jason is Vice President and a founding partner of Pathfinder Wealth Management. 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 B.S. in Finance. He continued his education and graduated as Outstanding M.B.A. 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 Easter 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!

Professional Licenses:
- FINRA Series 7, 63

I. BLAKE STILES
Corporate Treasurer
Registered Client Service Manager
E-mail: blake@pathfinderwm.com

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 B.S. 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 memories 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.