49 Financial

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49 Financial strives to serve people by taking a holistic approach when looking at their financial situation. Whether we can add value through implementing a full financial plan or by complementing your current financial situation, our goal is to meet you where you are. 49 Wealth Management, LLC... Read more

Industries

Employees

51-200

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Org chart

Travis Penfield
Founder & CEO
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Ricky West
Vice President, Finance & Accounting
Greg Rosner
Market Vice President
Patrick Mundlin
Market Vice President
Ted Grant
Market Vice President
Tim R.
Market Vice President
Katie Wussow
Vice President Of People And Engagement
Amber Allen
Svp, Product Development And Integration
Kyle Sims
Founding Partner
Hunter Lloyd
Founding Partner
Josh Henson
Market Vice President - Houston
Conner Haney
Senior Associate
Justin Jones
Senior Associate
Tyler Staniford
Investment Analyst
Brock Martin
Associate
Lauren Matheu
Associate
Portia Nagano
Operations Specialist
Andrew Rose
Geography Operations Coordinator

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