Bio
Strategic Partner & Advisor
Journey Strategic Wealth
Charles Britton
Strategic Partner & Advisor
Journey Strategic Wealth
Penny Phillips
President, Partner
New York & New Jersey
Brian Flynn
Financial Advisor, Partner
New York & New Jersey
Mike Brown
Financial Advisor, Partner
Utah
Kathleen Barlow
Financial Advisor, Managing Director
Virginia
Melissa Clark
Director of Planning
Virginia
Angela Lessor CDFA® CFP®
Financial Advisor
Virginia
Mark Newfield CFP® & RICP®
Financial Advisor & Managing Director
Ready
to take the first step?
Whether you’re preparing for your legacy or have decades left to build, let Journey come alongside you to elevate your practice and give you the support as you bring last impact to your clients.
Contact Us