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Jason Wheeler, Pathfinder Wealth Consulting - WilmingtonBiz Insights Author

Jason is a wealth advisor and founding partner of Pathfinder Wealth Consulting. He has been in the financial services industry since 1999.

Jason was born in Dayton, Ohio, but grew up in Eastern North Carolina. He graduated magna cum laude from the University of North Carolina Wilmington in 1999 with a BS in finance and an MBA in 2003. Rob Penn, Jason’s business partner, hired him in 1999 and the two began a successful business relationship, highlighted by the formation of Pathfinder Wealth Consulting in 2005.

Jason’s passion for the business begins with helping our clients, working with select families to accomplish their personal and business goals. Jason’s role also includes managing the overall firm, leading its growth initiatives, and enhancing operations.

Jason resides in Wilmington with his wife, Ashley, and their daughter, Merritt. Ashley is a speech-language pathologist and owns Therapy Connections, Inc., a pediatric speech therapy company. Currently, ....

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Jason Wheeler, Pathfinder Wealth Consulting - WilmingtonBiz Insights Author

Jason Wheeler, Pathfinder Wealth Consulting - WilmingtonBiz Insights Author
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