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
President
Hunter Lloyd
Founding Partner & Chief Product Officer
Kyle Sims
Founding Partner, Dallas Market VP & Houston VP
Anne York
Chief of Staff
Justin Lopez
Head of Generosity
Amber Allen
SVP of Product Development & Integration
Dan Wohlgemuth
SVP of Field Operations & Field Compliance
Ricky West
Vice President of Finance & Accounting
Katie Wussow
Vice President of People & Engagement
Austin Graff, MBA, CFA
Chief Investment Officer
Jay Coulter, MBA, CIMA®, CFP®
Chief Investment Strategist
Adam Muller, MBA
Portfolio Manager
Manav Shah, CFA
Portfolio Manager
AJ Graff
Portfolio Manager
Keith Wagner
Head of Distribution, Investments
David Farrell
Market Vice President – Austin
david.farrell@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
Brandon Lanz
Vice President – Dallas
brandon.lanz@49financial.com
Chase Bertrand
Vice President
chase.bertrand@49financial.com
Josh Henson
Market Vice President – Houston
josh.henson@49financial.com