Penny joined the Vista Investment Partners team in November 2014 as Service & Marketing Associate. Penny continues in this capacity, taking care of the Indiana offices marketing and servicing client relationships. Prior to joining us, Penny spent many years in the insurance industry. She specializes in Medicare, Medicare supplement and Part D. She is well versed in these areas. Penny works together with clients and advisors on the complex healthcare expense component of retirement planning. This important planning segment is very individualized and she can assist in client specific planning involving original Medicare, Medicare Supplement plan choices and LongTerm Care insurance options. Penny is detail oriented and diligent in educating and empowering our clients to confidently consider these important discussions and make the “right fit” decisions forthem.