Daniel Wrenne, CFP®
Financial Planner, Owner
Daniel loves helping people use their finances to live better lives. Ultimately, he wants to live a life worth imitating and help others do the same. Above all, he values his faith in Christ and his family. Most of his spare time involves wrestling his boys Noah, Henry and Andrew, coaching soccer and spending time with his wife Alison. It should also be noted he has a pretty serious hot sauce obsession.
Jennifer Quire, CFP®
Financial Planner, Owner
Jen graduated from the University of Colorado in Boulder with a degree in Finance and has been working in the industry ever since. After spending most of her life in Colorado, she relocated to Lexington with her husband Adam in 2009. Outside of work, you can usually find Jen being active outside, cheering on the Denver Broncos, checking out a local restaurant or brewery, and traveling whenever and she can!
Jeffrey Wenger, CFP®
Jeff is a 2013 graduate of Liberty University and has been working in financial services for 8 years. He lives in North Canton, OH with his wife Mindy and their three children, Julianna, Augustine, and Emerick. Outside of work, Jeff is a member of Canton Baptist Temple where he serves as a deacon and class leader. You can often find Jeff playing ultimate frisbee or a nerdy board game with family and friends in his free time.
Associate Financial Planner
Heather has five years of experience in the personal finance industry in a variety of administrative and client-facing roles. She loves delighting clients with unparalleled service as she helps them implement the steps to achieve their goals! After the adventure of living in six different states over the years, she’s happy to be settled back in Pace, Florida. When she’s not working or spending time with her children, Keane and Echo, she takes great pleasure in running, biking, reading, and spending time in the great outdoors!
Hugh Baker, CFP®
Hugh lives in Beaver Falls, PA with his wife Kerry, who is a Family Medicine Physician, and their son Elliott. Witnessing Kerry’s journey from undergrad through residency, and now being in-practice on top of being a great Mom, gives him a front-row seat to the profession and the issues physicians face – both financial and non-financial. He is a 2012 graduate of Duquesne University and has been working in financial services since 2013. Outside of work, Hugh enjoys a good audiobook or podcast while exercising, traveling, watching the Pittsburgh Steelers, and being a dad.
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