Broker Check

Meet Our Team

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction. 





WEALTH MANAGEMENT TEAM

Alex Leu

Senior Wealth Manager

alex.leu@penniall.com

Alex is the Managing Director of our investment advisory services at Penniall & Associates, committed to building a practice on the values of honesty, trust, and dedication. He strives to maintain client-advisor relationships that...

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Brian R. Tinker, CFP®, AIF®

Senior Wealth Manager

brt@penniall.com

Brian decided to utilize his tax preparation and investment selection skills and chose to pursue a career as a Financial Planner in 2002. He helped his father prepare tax returns at an early age and turned his attention to stock...

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David R. Penniall, CFP®, AIF®, GFS™

Senior Wealth Manager, President & CEO, Registered Principal Financial Advisor

drp@penniall.com

David began his financial services career in 1982 following an undergraduate degree from UCLA and seven years of professional baseball. David earned licenses in securities, insurance, real estate and then in 1985, his CERTIFIED...

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Vanessa Y. Burnett, CFP®

Senior Wealth Manager

vyb@penniall.com

Vanessa joined Penniall & Associates in 2008 after several years working for Mercer Consulting, a global human resource consulting firm. As a CERTIFIED FINANCIAL PLANNER™ professional, Vanessa is passionately committed to help...

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Jaime G. Hefner, BCAA®

Wealth Manager

Jaime has been in the financial services industry for over 20 years. She joined Penniall & Associates, Inc. in April 2002 after beginning her career with UBS (formally PaineWebber, Inc.). In 2006 Jaime became Board Certified in Asset...

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Tammy Lee, CFP®

Wealth Manager

tlee@penniall.com

Tammy joined Penniall & Associates in 2014 after working for F500 Advisory Services in their Operations & Financial Planning departments for 9 years. Tammy graduated from the University of California, Irvine and as a CERTIFIED...

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Emily Velasco, CFP®

Wealth Manager

ev@penniall.com

Emily joined Penniall & Associates in 2006, and is a graduate from California State University, Fresno with a bachelor's degree in accounting. She is a CERTIFIED FINANCIAL PLANNER™ professional who enjoys working with clients to...

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Abby Brace, RP®

Associate Wealth Manager

ab@penniall.com

Abby graduated Cum Laude with a degree in Finance from Woodbury University and started with Penniall & Associates in 2000. She has become a Registered Paraplanner and obtained her Series 7, 24, 53, 63, and 65 licenses. Abby has held...

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CLIENT SERVICES

Aimee Gibbs

Aimee Gibbs

Client Service Associate

Roberta Malfitano

Roberta Malfitano

Client Service Associate

Wendy Mill

Wendy Mill

Client Service Associate




COMPLIANCE