Penny Lobred

Director of Operations

Although she would never say so herself, Penny is the heart of the EVOadvisers team as Director of Operations. After 7 years, she’s proven herself to be efficient, detailed and serious about what she does. She wants things done right for her clients. There are a lot of moving parts and she’s known to be on top of each and every one.

Penny easily grew into her role at EVOadvisers finding the more personal approach a perfect fit with her core values. She was inspired by her parents who owned a small business all of her life, and understands the importance of getting to know clients and actively helping them achieve their financial goals and dreams. Penny began her career at Capital One as a Systems Integration Analyst. After 6 years, she then moved away from the corporate world to raise a beautiful family. During that fulfilling time in her life, she was a very active volunteer with the PTA holding multiple positions over the years at 3 different schools.

Penny is a passionate graduate of Auburn University with a BA in English. If it’s football season, she never misses a game, particularly her beloved Auburn Tigers. She gets heartfelt joy from her family. The sound of all the boys in the house is bliss. She’s very active, enjoying traveling, hiking, ziplining and more. She supports diabetes research in honor of her son who was diagnosed 10 years ago as a teen.

She’s thrilled to get to know each and every client at EVO and brings a level of care and attention to our work that makes a huge difference for our clients.