Our Team

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

OFFICES IN
8 CITIES

LICENSED TO SERVE ALL 50 STATES

Travis Penfield
Founder & CEO
Hunter Lloyd
Founding Partner
Kyle Sims
Founding Partner
Justin Lopez
COO
Keith Andel
CFO
Anne York
SVP of Field Operations
Amber Allen
SVP of Corporate Integration
Kaili Winters
SVP of Compliance
Michael French
SVP of Investments
Vince Kelly
Chief of Staff
Brandon Lanz
Managing Partner of Dallas
brandon.lanz@49financial.com
David Farrell
Managing Partner of Product Development
david.farrell@49financial.com
Dean Dillenberg
Managing Partner of Los Angeles
dean.dillenberg@49financial.com
Greg Rosner
Managing Partner of Charlotte
gregory.rosner@49financial.com
Josh Henson
Managing Partner of Houston
josh.henson@49financial.com
Matt Foxhall
Managing Partner of Austin & Jacksonville
matthew.foxhall@49financial.com
Patrick Mundlin
Managing Partner of Atlanta
patrick.mundlin@49financial.com
Tim Rodgers
Managing Partner of NW Arkansas
tim.rodgers@49financial.com
Boston Prachyl
Vice President
boston.prachyl@49financial.com
Chase Bertrand
Vice President
chase.bertrand@49financial.com
Stephen Rao
Vice President
stephen.rao@49financial.com
Lincoln Rock
Vice President
lincoln.rock@49financial.com
Zach Hawkins
Director of Senior Associate Development
zach.hawkins@49financial.com
Kristian Mtetwa
Associate Vice President
kristian.mtetwa@49financial.com
Nick Bishop
Associate Vice President
nick.bishop@49financial.com

Certain appropriately licensed individuals are registered to offer Investment Advisory Services through 49 Wealth Management, LLC (“49WM”), an SEC Registered Investment Adviser. 49WM does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel. 

 

This site is published for residents of the United States only. Investment Advisor Representatives of 49WM may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the 49WM Compliance Department at (512)387-0495.

 

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