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Ivy Wealth Partners

The Ivy Wealth Partners team wants to provide the best planning experience and service possible. Each team member plays a key role in the support and success of our clients. Please reach out with any questions, concerns, or feedback as we work diligently to support our clients and their personal financial journeys.

Martin Couric IIICFP®, CLU®, CLTC®

Wealth Management Advisor

Jacob Penny ChFC®, QPFC

Financial Advisor

Mark Krebs CLU®

Wealth Management Advisor

Alexander Scott Howell MSF, CFP®

Director of Wealth Management

Susan Finley

Director of Insurance Operations and Services

Sara Tueting

Director of Investment Operations and Services

Allison B Schaefer

Investment Operations Associate

Katie Penny

Director of Operations