Our advisors

Ron Penney

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Ron Penney Visit Ron Penney's website

Seth Murray

CRPC

Private Wealth Advisor

Learn more about Seth Murray Visit Seth Murray's website

Stacey Penney

CFP®, CRPC, APMA

Private Wealth Advisor

Learn more about Stacey Penney Visit Stacey Penney's website

Amy Yaryan Cole

MBA, CFP®, CRPC, CKA®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Amy Yaryan Cole Visit Amy Yaryan Cole's website

Bryan Binz

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Bryan Binz Visit Bryan Binz's website

Kyle Borneman

MBA

Financial Advisor

Investment Specialist
Learn more about Kyle Borneman Visit Kyle Borneman's website

Carolyn Crim

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Carolyn Crim Visit Carolyn Crim's website

Donald Heaney

Financial Advisor

Investment Specialist
Learn more about Donald Heaney Visit Donald Heaney's website

Seth Holder

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Seth Holder Visit Seth Holder's website

Charles W. Ladd

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Charles W. Ladd Visit Charles W. Ladd's website

David J Lange

CFP®, APMA, CLTC®, CLU®

Financial Advisor

Learn more about David J Lange Visit David J Lange's website

David Matsushita

Financial Advisor

Vice President of Penney, Murray & Associates
Learn more about David Matsushita Visit David Matsushita's website

Corey Means

CFA®

Financial Advisor

Chartered Financial Analyst®
Learn more about Corey Means Visit Corey Means's website

Alex Rubin

CFP®

Financial Advisor

Learn more about Alex Rubin Visit Alex Rubin's website

Zachary McMillan

CRPC

Associate Financial Advisor

Learn more about Zachary McMillan Visit Zachary McMillan's website

Joanna Dettmer

CRPC

Associate Financial Advisor

Learn more about Joanna Dettmer Visit Joanna Dettmer's website


Our team

Trevor Barlow

Trevor Barlow

Financial Planning Assistant

Josh Baurichter

Client Service Coordinator

Chad Cole

Chad Cole

Administrative Assistant

Taylor Dawley

Taylor Dawley

Client Service Coordinator

Caitlin Duvall

Caitlin Duvall

Client Service Specialist

Qualifications

  • MSM

Roles & Responsibilities

  • Assistant to Carolyn Crim, CRPC® and Charles W. Ladd Jr., CRPC®
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Malena Hemenway

Client Service Coordinator

Tina Herdman

Tina Herdman

Office Manager

Roles & Responsibilities

  • Assistant to Corey Means, CFA® and Abigail Crain
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Beth Li

Beth Li

Financial Planning Assistant

Valerie McBride

Valerie McBride

Receptionist

Alayna Palmer

Alayna Palmer

Client Service Specialist

Holly Perry

Holly Perry

Operations Manager

Roles & Responsibilities

  • Assistant to Ron Penney, CFP®, ChFC®
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Frances Robertson

Frances Robertson

Executive Assistant

Alison Rude

Alison Rude

Office Manager,

Executive Assistant

Roles & Responsibilities

  • Assistant to Seth Murray, CRPC®
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Zoe Zhang

Zoe Zhang

Financial Planning Assistant

Qualifications

  • MBA

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Anna Grace Baker

Anna Grace Baker

Intern