About Us

At Fireside, our legacy is built on trust—and our future is built around you.

Founded in 2015, Fireside Capital Advisors was established with a simple but powerful philosophy: our success is inseparable from the success of our clients. We believe in building enduring relationships through meaningful conversations, disciplined, objective investment guidance, and personalized attention at every step. Our name, Fireside, reflects this commitment and our belief that the most important financial decisions happen not in passing, but side by side —in a setting of trust, understanding, and clarity.

Our story began with J. Stephen Penner, a seasoned institutional consultant and co-founder of LCG Associates—one of the country’s leading investment consulting firms serving pension plans, endowments, and foundations. Steve established Fireside as a personalized boutique alternative, offering high-caliber, unbiased investment advice to individuals and organizations too often overlooked by large firms.

In 2019, Tim Dwight, CFA, joined Steve through the merger of Fireside Capital and SpringVest Wealth Management. Tim’s career spans over 25 years as an investor, portfolio manager, and advisor, with deep experience with client portfolio management, financial planning and investment committee leadership.  Together, Steve and Tim expanded the firm’s mission with a renewed focus on serving multi-generational families and institutions with thoughtful, objective guidance.  Their shared values—transparency, discipline, and meaningful client engagement—laid the groundwork for the next chapter of the firm.

That vision expanded again in 2025 when Rebecca Wynne, a long-time client of the firm and seasoned financial services leader became a partner at Fireside Capital. Their combined vision carries the firm forward, honoring the foundation Steve built while expanding Fireside’s reach and capabilities. Steve remains a valued advisor to the firm, continuing to nurture client relationships and share the insights of his decades-long career.

Fireside Capital Advisors is based in Dallas, TX and proud to serve clients from coast to coast. As fiduciaries, we are legally and ethically committed to putting our clients’ interests first—always. Our sole source of revenue is the fees paid by our clients, allowing us to remain independent and fully aligned with the clients we serve.  We focus entirely on what matters most: your goals, your legacy, your peace of mind.

At Fireside, every portfolio we build is tailored, every recommendation thoughtful, and every client conversation an opportunity to listen, understand, and guide. This isn’t just investment management—it’s a partnership, built to last through life’s transitions and across generations.