PATHFINDER WEALTH CONSULTING - Key Persons
Alex is an associate wealth advisor at Pathfinder Wealth Consulting. In this role, he runs financial plans, performs client review meetings, and facilitates the completion of client needs.
As a Wealth Advisor, Brice provides actionable guidance so clients can navigate their financial life with confidence. He builds strong, transparent relationships through his hallmark honest communication, hard work, and desire to remain fiercely independent.
Brice earned his Bachelor of Science degree from North Carolina State University and has been in the industry since 2012. Prior to joining Pathfinder in 2025, Brice was a financial advisor for a large wire house, then a registered independent advisory firm. He is active in volunteering as a Scout Leader and serving on the Executive Board of the Cape Fear Council of Boy Scouts of America.
Originally from Rocky Mount, North Carolina, Brice resides in Wilmington, with his wife Ashley, his children, Stewart and Bennett, and his black Lab, Stormi. In his free time, Brice enjoys hunting, fishing, golf, skiing, and daily walks with Stormi.
Chad Slate joined the Pathfinder team in November 2022 as an Associate Wealth Advisor. In this role, Chad helps clients plan for their future while helping them live their best life today. His favorite part of being an advisor is helping people retire with confidence knowing they are on solid financial footing because, together, they have created and executed a life plan they can rely on. Chad joined Pathfinder from a previous firm where he was also a financial advisor and planner for several years.
Chad is a proud Seahawk, graduating with a Bachelor of Arts degree from UNCW before later earning his MBA from UNCW's Cameron School of Business. It was in this May 2003 MBA class that Chad was first introduced to fellow classmate, and eventual Pathfinder CEO, Jason Wheeler.
Chad has been a Wilmington resident for most of his life, moving to the area in 1989. From a military family, he grew up in Hope Mills, NC where his father was last stationed at nearby Fort Bragg as a member of the US Army Special Forces. Chad joined the Army National Guard after high school and was trained as a tanker while a student at UNCW.
Chad enjoys the outdoors and wonderful scenery the Wilmington area provides. He also has a passion for traveling, having explored dozens of countries from the Americas to Europe, Asia, and Australia. He is a certified Dive Master and loves being on or in the ocean any time he can. Chad also enjoys writing about sports, music, travel, culture, and entertainment, and has been featured in numerous local and national magazines.
Job Titles:
- Partner & Wealth Advisor
- Wealth Advisor
As a wealth advisor at Pathfinder Wealth Consulting, Chris helps successful individuals make better decisions with their money. He is passionate about financial planning and truly enjoys guiding clients through complex financial matters to fuel their life passions. Chris started his financial planning career in 2006 and became a CERTIFIED FINANCIAL PLANNER™ professional in 2012.
As part of Pathfinder's merger with Keystone Financial Partners, Chris became a partner of the combined firm in January 2023. After nearly 13 years of commitment to Keystone, this was the natural next step in Chris's career, and he looks forward to leading the focus of continued excellence in client service for the growing firm.
Born and raised in the Hudson Valley region of New York just north of New York City, Chris moved to Raleigh in 2010 with his wife, Lauren, where they are raising two beautiful daughters: Aubrey and Ella. When he's not keeping up on financial news or meeting with clients, you can find Chris checking out local breweries with friends, hitting the golf course, taking trips to the beach, or spending time with his family.
Job Titles:
- Associate
- Client Services Associate
Courtenay is the Client Services Associate at Pathfinder Wealth Consulting, where she strives to provide a seamless experience in addressing client needs-from onboarding new clients to managing day-to-day account services, including financial transactions and processing documentation. She works closely with Maggie to support the team with account maintenance and ensure every request is handled in a timely manner.
After moving to Wilmington in 2017, Courtenay began her career in wealth management and has been dedicated to delivering exceptional client service ever since. With multiple years of experience, she has held similar roles at UBS Financial Services and Rockefeller Capital Management, where she gained valuable skills and insights into the industry.
Courtenay graduated from the University of North Carolina at Chapel Hill with a BA in History and a Minor in Anthropology (Go Heels!). Outside of work, she's busy wrangling her three boys and their goldendoodle, while enjoying quality time with her partner and family-both on and off the pickleball court. She's also a Peloton fan and always has her Kindle nearby, ready to dive into her next great book.
Job Titles:
- Financial Planning Associate
Davis joined the Pathfinder team as a financial planning associate in May 2021 after an extensive, year-long internship with the firm. As a financial planning associate, Davis facilitates communication between our clients and their CERTIFIED FINANCIAL PLANNER™ Professional and works closely with our team of Wealth Advisors on investments, reports, and client service tasks.
Davis, along with his two sisters, grew up in Raleigh, NC, living in the same house for eighteen years before leaving for college. Davis accredits his parents and grandparents for teaching him the importance of responsible money management from a young age, and he is excited to share that understanding with others as he begins his career in financial planning. Davis graduated summa cum laude from the University of North Carolina at Wilmington with a BS in Finance in 2021.
In his free time, Davis enjoys spending time in the sun at the beach, playing the guitar, listening to music, and watching football with friends.
Jason is CEO, wealth advisor and founding partner of Pathfinder Wealth Consulting. He has been in the financial services industry since 1999.
Jason was born in Dayton, Ohio but grew up in Eastern North Carolina. He graduated magna cum laude from the University of North Carolina Wilmington in 1999 with a BS in finance and an MBA in 2003. Rob Penn, Jason's business partner, hired him in 1999 and the two began a successful business relationship, highlighted by the formation of Pathfinder Wealth Consulting in 2005.
Jason's passion for the business begins with helping clients, working with select families to accomplish their personal and business goals. Jason's role as CEO includes providing strategic direction for the firm, managing the team, leading growth initiatives, and enhancing operations.
Jason resides in Wilmington with his wife, Ashley, and their daughter, Merritt. Their family also includes a Labrador, Jedi. Ashley is a Speech Language Pathologist and owns Therapy Connections, Inc., a pediatric speech therapy company. Jason spends his free time with his family and their endless activities. He plays average golf as often as possible, coaches youth sports teams to minimal success, waits patiently for his invitation to Jedi training and hopes that maybe this year he will have more time for surfing, boating, fishing and all the water activities that the family loves. Jason considers himself a lifelong learner and is always ready to try a new activity, travel to a new spot or delve into a new subject.
As a wealth advisor at Pathfinder, John has been helping clients plan for their financial futures since 2009. He specializes in crafting personalized financial plans and investment strategies for the next generation, successful professionals, and small business owners. Additionally, John leads the firm's qualified plans department, guiding business owners in managing their company retirement plans, such as 401(k)s and Simple IRAs. In 2022, John became a partner at Pathfinder, further cementing his leadership role within the firm.
A 2009 graduate of UNCW's Cameron School of Business with a BS in finance and business administration, John earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2012, followed by his Certified Retirement Counselor® (CRC®) designation in 2020. He is also actively engaged in his community, currently serving as Treasurer on the board of Education Without Walls, a Wilmington-based nonprofit that mentors challenged high school students through outdoor activities, helping them overcome barriers by establishing academic and personal goals.
John is a proud lifelong resident of Wilmington, where he remains closely connected with his family, including his father and four siblings (he's also a twin!). He and his wife, Allie, have two children-a nine-year-old daughter, Piper, and a six-year-old son, Banks-and they love spending time outdoors with their two-year-old yellow lab, Stanley. In his free time, John enjoys an active lifestyle of surfing, running, hiking, and traveling. His most recent personal accomplishment was running a 50K (31.1-mile) ultramarathon in January 2024.
Job Titles:
- Associate
- Financial Planning Associate
Karen is a financial planning associate at Pathfinder Wealth Consulting. She works closely with the advisory team to help guide clients and prospective clients through the financial planning process and ongoing monitoring of client plans and investments.
Job Titles:
- Administrative & Marketing Assistant
- Administrative & Marketing Assistant / Financial Planning
Lauren joined Pathfinder in 2023 as our Administrative & Marketing Assistant. In this role she oversees a variety of tasks to ensure efficient day-to-day operations and superior client experiences.
Lauren graduated from San Jose State University in 2021 with a BS in Sociology, concentration in Social Interaction, and a double minor in Spanish and Deaf Education. Shortly after graduating, she worked at her church as the Marketing Coordinator, where she discovered her passion for marketing. She then went on to work at a civil engineering firm in the Bay Area as the Administrative Marketing Coordinator. Throughout her career, she has found value in a people-first approach and passion in building relationships with those around her.
Lauren grew up in San Diego, CA and moved to North Carolina in 2022 shortly after her niece and nephew were born. In her free time, Lauren enjoys spending time with her family (especially her niece and nephew), reading, learning how to play piano, and serving at her church.
Job Titles:
- Client Services Manager
- Partner
Maggie serves as Client Services Manager for Pathfinder Wealth Consulting, where she leads a team dedicated to providing exceptional client service. She oversees all client-related operations, including complex client transfers, support during significant life events, and the onboarding process for new clients, ensuring the smooth and efficient delivery of these services.
Maggie has focused on client service within the financial services industry since 2007, beginning her career in Chicago, Illinois. Her experience includes roles as an executive administrative assistant at Global Forex Trading, a client liaison at ODL Securities, Inc., and a new accounts administrator at Daniels Trading, an independent futures brokerage firm. Since relocating to Wilmington in 2012, Maggie has focused on wealth management, serving as a senior client solutions specialist at PNC Bank before joining Pathfinder in October 2016. She brings strong organizational skills, a client-centric approach, and loves working in a team environment while connecting with people.
Maggie holds a BS in Politics and Government with an emphasis in Legal Studies from Illinois State University. Family is important to Maggie; she and her husband, Phil, are busy raising their two sons, Thomas and Matthew, and love spending time with them at Topsail Beach. You'll often find them cheering on their sons at their sporting events. In her "free" time, Maggie enjoys fitness, art, design, stand-up comedy, anything Chicago, and a great slice of pizza.
Pantelis Miliotis is an Associate Wealth Advisor at Pathfinder Wealth Consulting. In this role, he supports clients and prospective clients through the financial planning process and the ongoing management of their plans and investments.
Pantelis graduated from the University of North Carolina Charlotte in 2017 with degrees in Finance and Supply Chain Management. His interest in the financial industry led him to Vanguard, where he began his professional career. As he gained industry experience, his interest developed into a passion and prior to joining Pathfinder, Pantelis served as a High-Net-Worth Financial Advisor. In this role, he helped clients meet their unique goals and planning needs by delivering customized financial advice and portfolio management guidance.
Pantelis and his wife, Anastasia, live in Wilmington with their dog, Banks, and their cat, Bo. Outside of the office, Pantelis enjoys playing golf and spending time with friends and family. He and Anastasia also build life experiences together through traveling and making time to savor the local flavor of Wilmington, including relaxing on the beach, taking in a concert downtown, and dining at their favorite restaurants.
Job Titles:
- Professionals Network, Membership Task Force
Job Titles:
- Founding Partner
- President, Wealth Advisor
Rob is president, wealth advisor, and founding partner of Pathfinder Wealth Consulting. He has been working with retirees and pre-retirees since he began his career in the financial services industry more than two decades ago at Morgan Stanley and Investors Financial Group. He is passionate about helping pre-retirees transition into retirement while guiding their families forward.
Born in Long Branch, NJ, Rob grew up in Manassas, Virginia, joining the U.S. Army in 1983. After graduating with honors from Avionics School as an avionics technician, Rob spent the next six years in the aviation branch - achieving the rank of staff sergeant with positions as an avionics maintenance supervisor, air assault instructor, and a reenlistment NCO.
After graduating from Officer Candidate School, he attended the Ordnance Maintenance Basic Course where he was the Distinguished Honor Graduate. He got his first duty choice to serve with the 82nd Airborne as a platoon leader and maintenance officer with the 782nd Maintenance Battalion. His nine years of service included two tours in Korea and nine months in Operation Desert Storm. He received the Bronze Star Medal for his accomplishments in Desert Storm.
Today, Rob resides in Carolina Beach, NC with his wife, Susan. They have two grown sons, Kyle and Kevin. Rob is an avid rebreather diver and spends most of his free time searching for shipwrecks and adding to his megalodon tooth collection.
Job Titles:
- Marketing Director
- Marketing Director for Pathfinder
Tracy joined the Pathfinder team in October, 2024. As the Marketing Director for Pathfinder, Tracy helps support the client experience, the online presence and brand voice for the firm. With a background in Marketing spanning more than sixteen years, she has a passion for digital marketing and brand management.
Tracy has a BA in Education and transitioned to marketing roles after a season of working in the Social Work field. She is passionate about financial education, with a deep background in the personal finance arena.
Born in Maryland, Tracy moved around the east coast as a child, finally settling in central Indiana after college. Tracy relocated to Raleigh in 2007 with her husband Brian and their 2 children. In 2012 they adopted two more children, completing their family of 6. In 2023 they reached the milestone of their youngest child graduated high school, and their oldest child getting married. Currently, Tracy and Brian are enjoying an empty nest with their adult children all living nearby. When she's not engaged in all things marketing, you can find Tracy enjoying time with family and friends, playing with her 95 pound Chocolate Lab, working out in her home gym, enjoying the outdoors through hiking or kayaking, or cooking with her husband.
Job Titles:
- Financial Planning Assistant
Tyler joined the Pathfinder team as a Financial Planning Assistant in June 2024 with the hopes of learning all he can about helping others achieve their life goals through sound, comprehensive financial planning. In this role he is able to collaborate with our team of advisors in assisting clients with their needs.
Before making his way down South, Tyler grew up in Saratoga Springs, NY with his loving parents and younger sister. In May 2024, Tyler graduated cum laude from Clemson University with a B.S. in Financial Management, an emphasis in Financial Planning, and a minor in Accounting. In his free time, he enjoys playing as much golf as possible, spending plenty of time with friends & family, and loving all things sports; especially when it comes time for Yankees baseball or getting back to Clemson for a football game.
Job Titles:
- Financial Planning Associate
- Member of the Pathfinder
Walt became a member of the Pathfinder team in January 2024, stepping into the role of Financial Planning Associate. At Pathfinder, Walt serves as a vital link between our clients and their CERTIFIED FINANCIAL PLANNER™ Professional. He also collaborates with our dedicated team of Wealth Advisors, lending his knowledge to various aspects of investment strategies, reporting, and ensuring top-notch client service.
Walt is a Wilmington Native and it shows in all his out of the office activities. He pursued his passion for finance at UNCW, earning his Bachelor of Science in Finance from the Cameron School of Business in May 2023. Outside the office, Walt enjoys spending time with his friends & family while surfing, hunting, and traveling to new places as much as possible.