I believe it's essential to know about an advisor's expertise, experience and qualifications, but I think it's also important to know what motivates me to do what I do with such passion and commitment. Click on this link to learn a little bit more about why I'm so driven to help women enjoy financial independence and experience financial security.
I've served in leadership roles as president of the Financial Planning Association's Connecticut Valley Chapter and on the executive boards of the Planned Giving Group of Connecticut and the Connecticut Estate & Tax Planning Council. I've also been a member of the Hartford Foundation for Public Giving's Professional Advisory Committee and the Estate & Business Planning Council of Hartford.
- Financial services experience that spans 25 years
- CERTIFIED FINANCIAL PLANNER™ professional / CFP® CFP Board of Standards
- Certified Divorce Financial Analyst® practitioner / CDFA® Institute for Divorce Financial Analysts
- Chartered Financial Consultant / ChFC® The American College
- Chartered Life Underwriter / CLU® The American College
- Chartered Retirement Planning Counselor / CRPC® The College for Financial Planning
- Securities licenses 7, 6, 24, 26, 31, 63 & 65
- Insurance licenses life and long-term care & fixed and variable annuities
- BA, Wheaton College in Norton, Massachusetts
My husband and I live in Simsbury and we're always looking forward to visits with our Washington, DC-area based son. Scrabble, thought-provoking documentaries and all kinds of music and good writing are among my interests outside of work. And it's always felt funny to me to call what I do with clients "work". You've heard that old saying, "Do what you love and you'll never work a day in your life"? It's true!
Penny manages all things back office at planningWISE Wealth with the operations expertise and smoothness that only someone with 35 years of experience in financial services can possess. In addition to her Series 7, 55, 65 and 63 securities licenses, she also holds the Series 24 and 53 principal licenses. Having seen it all over the course of her career – good markets, bad markets, bull runs and meltdowns – she has cultivated a deep sense of perspective and patience. She has a calm, steady hand and an easy-going manner, and an abundance of good sense. When she’s not at work, Penny enjoys the outdoors and can often be found keeping up with her beautiful gardens alongside her husband. They have two dogs who also love spending time in the gardens, but mostly because it's where they bury their chew toys.
Leslie is committed to providing exceptional behind the scenes administrative support, and her meticulous eye for detail and her finely honed technical skills are evident in everything she does for planningWISE Wealth. She has over 20 years of experience in financial services and holds Series 7, 63 and 65 securities licenses. Leslie is the consummate team player, whether coordinating projects or just making sure all the bases are covered. Her warm personality, can-do attitude and sense of humor bring out the best in everyone around her. Outside of work, Leslie enjoys being with her family, which includes her husband and their two very lively and adorable young children. She also keeps up an active cross-training regimen, much to the awe and envy of her friends and colleagues.
planningWISE Wealth and Coburn & Meredith, Inc.
planningWISE Wealth is a unique specialty practice associated with Coburn & Meredith, Inc., an independent financial services firm established in Hartford in 1934. The headquarters were relocated to Simsbury in 2009 and are less than a mile away from our 760 Hopmeadow Street office. Through this affiliation, planningWISE Wealth enjoys the best of all possible worlds: the most advanced technology and one of the broadest offerings of financial products and services available anywhere, and a culture that for more than 80 years has remained deeply committed to maintaining independence, fostering long-term relationships and placing client interests above all else.