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Finding Success in Succession Planning by Jason Wheeler

At Pathfinder Wealth Consulting, we help many business owners and executives transition into retirement; but retirement looks different for everyone, and many people would rather not “retire,” instead shifting to less hours, different duties, and more meaningful activities.  To have these options, we look for success in succession planning.  

Pathfinder recently had our first successful transition with tenured wealth advisor, John Zachary, CFP®, CRC®, purchasing partial ownership from my fellow founder, Rob Penn. Rob is only a couple years away from 60 (don’t tell him I told you). Working with retirees for over 30 years gave him a lot of perspective, and Rob is a realist. His biggest life passion is scuba diving; not just recreational but serious scuba diving (fossil hunting, wreck and cave diving, and spear fishing). This takes great physical skills, and Rob knows health can be the biggest game changer in someone’s financial ( ....

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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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Abergavenny Food Festival 2021: All you need to know
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