Our Advisory team.
Cameron Penney, CFP® | managing partner
Cameron believes personal finance is not simply a simulation; it is a dynamic journey navigating life’s ups and downs.
More than a dozen years ago, Cameron began his career in the financial services industry - as a Baylor business school graduate - only to be disappointed at the obvious conflicts of interest and salesperson approach.
In addition to working at one of the largest banks in the world, he later worked under two of the most reputable and successful independent Advisors in the country and served on a team advising affluent families on their complex tax, estate, investment, and other financial planning needs.
In January 2016, Cameron founded Penney Financial to build - from the ground up - what a true, modern wealth advisory firm should look like by focusing on in-depth, strategic planning and taking a personal approach to wealth advisory services. He currently serves a number of client families and individuals, while managing firm operations and portfolio management.
Cameron is a well-regarded Fee-Only Advisor in the greater Houston area and has been named a Five Star Wealth Manager five years running (2018, ‘19, ‘20, ‘21, ‘22) via Texas Monthly Magazine and featured in media such as CNBC, Money Magazine, and Houstonia.
Cameron and his wife have four children, and he is an active member of Houston’s First Baptist church and Second Baptist School University Model.
Kali Prestwood, CFP®| Senior Associate
Kali believes that financial planning done right can yield clarity and confidence during life’s uncertainties.
Kali received her Bachelor’s degree from Texas Tech University where she majored in Personal Financial Planning. She graduated among the top 5 performing students in her program and graduated Magna Cum Laude.
In January 2019, Kali joined Penney Financial to grow and serve in a fast-growing fee-only firm that puts clients’ needs first. Kali received her Certified Financial Planning ™ designation in 2020 allowing her to demonstrate a higher level of excellence within the financial planning industry. She supports Penney Financial in many capacities, including financial planning, asset management, and client service. She also leads the firm’s North Dallas office.
In addition to her qualifications and presence within the profession, Kali has a passion for helping individuals, couples, and widowed/divorced women understand how their assets and financial objectives can function together in a meaningful way. She believes that financial planning done right can yield direction and confidence during life’s uncertainties.
Kali has a heart for serving the community and is actively involved with the Junior League of Houston and Houston Welcomes Refugees. Kali enjoys her free time in the company of her friends and family. She loves staying active, sharing good meals with friends, and traveling.