#40 - Leading with Humility - Guy Penn
Guy's Bio:
With over 20 years in the financial services industry, Guy has extensive experience as a family-centric investment advisor. He specializes in estate planning, inheritance oversight, and wealth transfer strategies for families.
Previously with Citi, Bank of America Investment Services, and MML, his ultimate ambition was to provide unbiased estate oversight and launched a private practice in 2010 which would grow into core planning.
Growing up in south Ferguson, Guy attended De Smet Jesuit High School through its work-study scholarship while earning a full ride as an Evans Scholar to…
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