As I was completing my psychology degree from Liberty University, I was interning as a high school guidance counselor. I had found a career that would allow me to make a difference, like many of my former coaches and teachers had done for me. Then, I found an opportunity that would allow me to help others achieve their most important long-term financial goals. I became a financial advisor with Edward Jones in May of 2011, and it has been one of the best decisions I ever made.

My parents raised me to always care for others which has led to my passion for volunteerism. I am currently serving as a deacon in my church. I am also on the board of directors for Gardner Square Two. I get a thrill coaching my son, Boston's, and daughter, Cali's, youth sports teams. In the recent past, I co-founded the Chair City Lions, and served as president for five years. My wife, Cynthia, and I are so grateful to be able to give back to our community in these ways.

Dena Whitney joined Edward Jones in August of 2015 after working for an independent financial advisor and insurance agent. Dena is now a Senior Branch Office Administrator with the firm. With her free time, Dena enjoys spending time with her son, James.

Elizabeth Penney joined Edward Jones in July 2019 after 30 years with the Greater Gardner Chamber of Commerce. Liz brings a wealth of experience in relationship building, event planning and community relations. Liz is active in the community and volunteers her time with local non-profit organizations. She and her husband, Steve, have two daughters.

As a branch team, we pride ourselves on keeping our clients' interests first. After identifying what is most important to you, I will use a defined process to build customized strategies that will help you achieve them. Finally, we look forward to partnering together over your lifetime to help keep you and your family on track with what's most important!

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Coaching Sports
  • Golfing
  • Fishing

Office Information

Office Address

1 City Hall Avenue Gardner, MA 01440

Mailing Address

P O Box 33 Gardner, MA 01440

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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