Jason Oldroyd

Head of Client Planning Operations

Jason R. Oldroyd, Head of Client Planning Operations, formally joined Pennell Wealth Advisors in 2020 and brings 25 years of financial services experience to our team.  His passionate commitment to service, coupled with his experience in the industry, will further position Pennell Wealth to deliver value to its current and prospective clients.

Jason graduated from Bryant College, with concentrations in Finance and Psychology – while also completing some post undergrad executive finance work at the Kellogg School, Northwestern University.  Outside of “the office”, Jason is an engaged and proud father who currently serves as Tootin’ Hills Elementary School’s PTO President (The “first dad PTO President” in Simsbury, Connecticut’s history).

Phone 860-674-0603
Fax 860-812-4318
Mobile Phone 860-992-4210