My goal is to guide people in my surrounding community and beyond, with direction on how to achieve their goals and dreams for their future. I will assist them on their journey by helping them make good, educated decisions.
Whether you're planning for retirement, saving for college or private school, or building a financial future for the ones you care the most about, we can work together to develop specific strategies to help you achieve your goals. I strive to educate you on financial strategies designed for you and your specific goals. Together, we can map out a plan to help.
Zac Penwell
As a financial advisor with Edward Jones, it is a privilege to serve in the Milan area. My primary goal is to partner with my clients in developing strategies to help them achieve their unique, long-term goals.
Before you can begin working on your financial goals, you must first define what's important to yourself and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving a legacy for your heirs, or something else? I can help you prioritize your needs and define your goals.
I understand the importance of providing service to a multi-generational