Start Building Your Legacy

Ready to experience the difference of working with advisors who truly care about your family's future? Let's have a conversation about your goals and how we can help you achieve them through our generational wealth management approach.

Get in Touch

We're here to answer your questions and help you take the next step toward financial confidence. Contact Bob or Dan directly to schedule your personal consultation.

What to Expect from Your Consultation

  • • Personal conversation with Bob or Dan
  • • Review of your current financial situation and goals
  • • Discussion of our generational wealth management approach
  • • No pressure - just honest conversation about your options

Get in Touch with Our Team

Robert D. Penn Sr.

President & Investment Advisor

(319) 535-0262
Daniel A. Brooks CFP

Daniel A. Brooks CFP

Senior Financial Advisor

(602) 869-8762
Julie Johnson

Julie Johnson

Office Manager

(319) 535-0262

Office Hours

Monday - Friday: 8:00 AM - 5:00 PM

Otherwise by appointment

Ready to get started? Both Bob and Dan are available for direct conversations about your financial goals and questions.

Common Questions

Here are a few questions we often hear during initial consultations.

How do you charge for your services?

We believe in transparent, aligned fee structures. Our specific fee arrangements are discussed during your consultation based on your unique situation and service needs. We never earn commissions on investment products - our interests are aligned with yours.

What should I bring to our first meeting?

Just bring yourself and any financial documents you would like to discuss. We'll have a conversation first to understand your goals and concerns. If we decide to work together, we can discuss specific questions and information we'd need for the next steps.

Have more questions?

View Our Complete FAQ →