MANAGING FINANCES CAN BE STRESSFUL. YOU DON’T HAVE TO DO IT ALONE.

Our team is comprised of skilled executives and advisors who have been hand-picked for their skill-sets and accomplishments. More importantly, we look for a “servant’s heart” in all our team members.

We will provide a skilled financial advisor to assist you. All our advisors go through a special training program with LPL Financial, a multi-billion dollar publicly traded company and a leading broker dealer of financial products1.

Our advisors are supported by a team of internal and external professionals who help to ensure we tailor our services to help you empower your purpose. 

1As reported by Financial Planning Magazine, June 1996-2021, based on total revenue.

THE TEAM

Over 100 years of combined experience and knowledge went into building our process and team. We believe you will definitely see the difference.

The financial professionals at Pence Financial Group strive to uphold the Fiduciary Standard of Care. At all times when providing advice to a Client, our financial professionals must always act in the best interest of the Client. We place the interests of the Client above the interests of the Firm. We must act with the care, skill, prudence and diligence that a prudent professional would exercise in light of the Client’s goals, risk tolerance, objectives and financial and personal circumstances. Our financial professionals must comply with all objectives, policies, restrictions and other terms of the Engagement and all reasonable and lawful direction of the Client.

DRYDEN PENCE

Chief Investment Officer

JOHN SWIFT

LPL Financial Advisor

DARREL MARKLEY

LPL Financial Advisor

WILLARD ROBERTSON

LPL Financial Advisor

DANIEL PENNANT

LPL Financial Advisor

CHERYL MARKLEY

Client Service Manager

LARISSA LEA

Client Service Assistant

BRITTANY WRIGHT

Client Service Specialist

JACKIE SAVANH-ARSLAN

LPL Administrative Solutions Consultant

THE INVESTMENT TEAM

The Investment Team at Pence Financial Group strive to uphold the Fiduciary Standard of Care. At all times when providing advice to a Client, our financial professionals must always act in the best interest of the Client. We place the interests of the Client above the interests of the Firm. We must act with the care, skill, prudence and diligence that a prudent professional would exercise in light of the Client’s goals, risk tolerance, objectives and financial and personal circumstances. Our financial professionals must comply with all objectives, policies, restrictions and other terms of the Engagement and all reasonable and lawful direction of the Client.

CHAD KRIEG

SENIOR ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

ALI ARIK, PH.D.

SENIOR ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

JORGE AGUILAR

ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

IAN VENZON

ANALYST | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

DINA FARGALLA

INVESTMENT TEAM ASSOCIATE | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

RAMILO REYES

INVESTMENT TEAM ASSOCIATE | LPL REGISTERED ADMINISTRATIVE ASSOCIATE

MORE ABOUT US

At the end of the day, our purpose is to help you grow your wealth to empower your purpose through retirement and beyond to extend your legacy. We are here to walk with you every step of the way so that all the hard work that went into generating your wealth has a more permanent impact.

OUR STORY

We foster a relationship based on trust, service and transparency. Our commitment is to you.

OUR MISSION

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you.

OUR PROCESS

How is Pence Financial Group distinct? Learn more about our innovative process and approach that serves your financial needs.

OUR INVESTMENT APPROACH

Learn more about our Choke Point Investing™ strategy and take advantage our proprietary investment approach.

ABOUT LPL FINANCIAL

Learn more about LPL Financial’s  competitive resources you can take advantage of with Pence Financial Group.

The financial professionals at Pence Financial Group strive to uphold the Fiduciary Standard of Care. At all times when providing advice to a Client, our financial professionals must always act in the best interest of the Client. We place the interests of the Client above the interests of the Firm. We must act with the care, skill, prudence and diligence that a prudent professional would exercise in light of the Client’s goals, risk tolerance, objectives and financial and personal circumstances.

Our financial professionals must comply with all objectives, policies, restrictions and other terms of the Engagement and all reasonable and lawful direction of the Client.