Jonathan Penn Senior Relationship Manager, CFP®


Jonathan has over 13 years of experience serving the unique financial needs of individuals and families. A graduate of Stephen F. Austin State University with a degree in Business Administration and Business Communications, Jonathan has a diverse background serving teams of employees as a Business Process Improvement Facilitator with Louisiana-Pacific, serving patients and physicians as a Team Leader in the field of cardiac rhythm device management with Boston Scientific, and serving individuals and families with their comprehensive financial needs as an advisor with a family wealth management office and as a Financial Consultant/Vice President with Charles Schwab. Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional and is also a member of the Houston Chapter of the Financial Planning Association. Jonathan enjoys spending time with his wife Shauna, their two daughters, Audrey and Andie, and their houseful of “crazy critters.” Jonathan is a strong believer in regular exercise, and he will never turn down a good cup of coffee. Jonathan and his family support the humanitarian relief efforts of World Vision International.

Connie Mack
President and Founder, AIF®, AAMS®, CRPS®
Richard M. Rosso
Director of Financial Planning, CFP®
Lance Roberts
Chief Investment Strategist
Michole Fields
Compliance Manager and Controller, AAMS®
Brent Clanton
Executive Producer – Lance Roberts Show
Karen Roan
Director of Investment Relations
Samantha Samolu
Client Service Manager, MBA®
Danny Ratliff
Senior Financial Advisor, CFP®, ChFC®
Michael P. Lebowitz
Portfolio Manager, CFA®
Frank Marrone
Senior Financial Advisor, CFP®, CRPC®
Craig Severin
Sr. Financial Planner, CFP®, NSSA®
Nikki Brock-Maruska
Human Resources and Investor Event Planning
Pashaa Simmons-Green
Client Services Administrator
Stephanie Lawrence
Stephanie Lawrence
Director of Operations
Tom Allen
Retirement Plan Consultant
Nick Lane
Financial Analyst, MS