Meet Our Team

As a Pence Wealth Managment client, you will have a team of professionals dedicated to helping you achieve your goals, so you’ll be able to get help whenever you need it. Together, we will help you navigate the complex, confusing, and always-changing world of financial services, providing you with the appropriate advice you need to pursue your financial goals.

Your team will be made up of a range of these professionals, according to your needs. Typically, this will include:

Portfolio managers who monitor and balance your portfolio.
Financial planners with years of experience to create your personalized financial plan.
A service and relationships management team who will be there to answer any questions you have.
The Investment Committee, our team that is dedicated to monitoring performance and researching opportunities.

LAILA PENCE, CFP®, AIF®
LAILA PENCE, CFP®, AIF®President | LPL Registered Principal
DRYDEN PENCE, CPM, AIF®
DRYDEN PENCE, CPM, AIF®Chief Investment Officer LPL Registered Principal
DOUGLAS FRAZIER, CFP®, AIF®
DOUGLAS FRAZIER, CFP®, AIF®LPL Financial Advisor
BILL BOGGS, CFP®, CEPA
BILL BOGGS, CFP®, CEPALPL Financial Advisor
ROBERT MUSTAFA, CFP®
ROBERT MUSTAFA, CFP®LPL Financial Advisor
EMILY BUSHONG
EMILY BUSHONGWealth Planner | LPL Financial Advisor
LANA GIACUMAKIS, CFP®
LANA GIACUMAKIS, CFP®Branch Director of Compliance Operations
ANDREW A. ODISH, CFP®
ANDREW A. ODISH, CFP®Vice President | Regional Branch Manager
ADRIENNE PADAVICH
ADRIENNE PADAVICHWealth Associate
DIANA HERNANDEZ
DIANA HERNANDEZDirector of First Impressions
CHAD KRIEG, CPM®
CHAD KRIEG, CPM®Senior Portfolio Analyst | LPL Registered Representative
ALI ARIK, Ph.D.
ALI ARIK, Ph.D.Senior Analyst | LPL Registered Administrative Associate
JORGE AGUILAR
JORGE AGUILARSenior Portfolio Analyst | LPL Registered Representative
IAN VENZON
IAN VENZONSenior Analyst | LPL Registered Administrative Associate
DINA FARGALLA
DINA FARGALLASenior Portfolio Analyst | LPL Registered Administrative Associate
MILO REYES
MILO REYESSenior Portfolio Analyst | LPL Registered Administrative Associate
AAYUSH AGGARWAL
AAYUSH AGGARWALAnalyst | LPL Registered Administrative Associate
SARAH HOUSTON
SARAH HOUSTONService Manager
SHANNON COLLINS
SHANNON COLLINSRelationship Manager
KENDRA WOFFORD
KENDRA WOFFORDRelationship Manager
HOOSHFAR PERAKIS
HOOSHFAR PERAKISRelationship Manager
LINH POLLACK
LINH POLLACKExecutive Assistant to E.Dryden Pence III
KATIE RAO
KATIE RAOExecutive Assistant
ETHAN PARKER
ETHAN PARKERClient Service Specialist
SAMANTHA CORTEZ
SAMANTHA CORTEZClient Service Specialist
JEANNE JURICKA
JEANNE JURICKAClient Service Specialist

LEARN MORE ABOUT US

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Our team members have spent decades in the industry, providing financial guidance for clients like you.

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Since 1980, our advisors have worked closely with clients to discuss and learn their various goals and needs.

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With more than 30 years of experience, our approach has helped us navigate through the minefields of the markets.

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LPL Financial was founded with a vision to help financial advisors establish successful businesses.

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Request An Appointment

At Pence Wealth, we believe that good financial decisions don’t have to be confusing.

If you have any questions or want to schedule a complimentary meeting to discuss your specific questions, please do not hesitate to contact us.

SUBSCRIBE TO OUR EVENT UPDATES

Our events create an opportunity for you to get to know us and our process. If you have some challenges, please join one of our events to get your questions answered. If you’re interested, please subscribe and we’ll keep you updated on our upcoming scheduled events.