Our Team

We strive to embody a sense of teamwork, gratitude, loyalty, excellence and authenticity. Meet the team that makes this possible. 

OFFICES IN
9 CITIES

LICENSED TO SERVE ALL 50 STATES

Departments
Travis Penfield
Founder & CEO
Luke Winskowski, MBA, CFP®
President
Jay Morrison, MBA
Chief Operating Officer
Hunter Lloyd
Founding Partner & Chief Product Officer
Kyle Sims
Founding Partner, Dallas Market VP & Houston VP
Justin Lopez
Head of Generosity
Amber Allen
SVP of Product Development & Integration
Dan Wohlgemuth
SVP of Field Operations & Compliance
Ricky West
Vice President of Finance & Accounting
Katie Wussow
Vice President of People & Engagement
Austin Graff, CFA
Chief Investment Officer
Wayne Wicker, CFA
President, Investments
Manav Shah, CFA
Portfolio Manager
Adam Muller
Portfolio Manager
Yang Liu, CFA, CAIA
Portfolio Manager
Jim Reed, CAIA
Portfolio Manager
AJ Graff
Portfolio Manager
Keith Wagner
Head of Distribution, Investments
David Farrell
Executive Director of Talent Development
david.farrell@49financial.com
Elizabeth Odegaard
Vice President of Advisor Development
elizabeth.odegaard@49financial.com
Dean Dillenberg
Market Vice President – Los Angeles
dean.dillenberg@49financial.com
Greg Rosner
Market Vice President – Charlotte
greg.rosner@49financial.com
Patrick Mundlin
Market Vice President
patrick.mundlin@49financial.com
Ted Grant
Vice President – Atlanta
ted.grant@49financial.com
Tim Rodgers
Market Vice President – NW Arkansas & Kansas City
tim.rodgers@49financial.com