Co-Founder & President
Journey Strategic Wealth
Penny is the co-founder and President of Journey Strategic Wealth, a 3 billion national Registered Investment Adviser built for advisors seeking independence and hands-on practice management support. Penny has spent her career as an industry consultant. She sought after industry practice management speaker in the US and Canada. She is a monthly contributor to Wealthmanagement.com and runs a Youtube channel called Practice Management with Penny. She was named as one of 23 People who Will Change the Wealth Management Industry in 2023 by FinancialPlanning.com.
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Unleashing the Marketing Edge: Seizing Opportunities for Growth
Thursday, September 28, 2023
8:30 AM – 9:30 AM MST