Don Penn
Vice President, Financial Advisor
CFP®, PPC®, RFC®
Office Information
Contact Don
Team Office
Don’s Locations
Carmel, IN 46032 (317) 616-2800
Lafayette, IN 47901 (765) 447-1302
About Don
With more than 25 years’ experience in financial services, Don uses a holistic approach to help clients make smart financial decisions, beginning with understanding the client’s current financial position, goals, objectives and needs. As a financial advisor with Wealth Enhancement, he develops strategies for investment management, retirement planning, tax planning, estate planning, risk management and employee benefits.
Don enjoys spending time with his wife, Carolyn, and two sons, Owen and Parker along with other family members and friends.
Education
- BBA, Finance/Computer Applications, University of Notre Dame
Let’s craft your future, together
Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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