The Team

Advisors

Ron Penney

Private Wealth Advisor

ron.c.penney@ampf.com

417.881.9200

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Designations

CFP^®, ChFC^®

Top Areas of Focus

Charitable Giving
Estate Planning Strategies
Retirement Planning Strategies

AR Insurance #23353

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Seth Murray

Private Wealth Advisor

seth.c.murray@ampf.com

417.881.9200

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Designations

CRPC^®

Top Areas of Focus

Estate Planning Strategies
Retirement Planning Strategies
Saving for Education

Education

Missouri State University, B.A in Finance, Cum Laude

CA Insurance #0G69523 AR Insurance #216879

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Kraig Bode

Financial Advisor

with the practice of Seth Murray

kraig.r.bode@ampf.com

417.881.9200

More about me...

Designations

CRPC^®

Top Areas of Focus

Retirement Planning Strategies
Estate Planning Strategies
Investments

Education

Missouri State University, B.A, Finance

AR Insurance #300901

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Amy Yaryan Cole

Financial Advisor

with the practice of Ron Penney

amy.y.cole@ampf.com

417.388.0851

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Designations

CFP^®, CRPC^®, MBA

Top Areas of Focus

Retirement Planning Strategies
Tax Planning Strategies
Cash Flow Management Strategies

Education

Bachelor of Arts, University of Arkansas, 1996, MBA, Missouri State University, 2002

AR Insurance #135400

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George Snyder

Financial Advisor

with the practice of Ron Penney

george.h.snyder@ampf.com

417.888.4445

More about me...

Top Areas of Focus

Tax Planning Strategies
Family Finances
Retirement Planning Strategies

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Corey Means

Financial Advisor

with the practice of Seth Murray

corey.s.means@ampf.com

913.385.0394

More about me...

Designations

CFA^®

Top Areas of Focus

Investments
Retirement Planning Strategies
Estate Planning Strategies

Education

Missouri State University, BS Economics

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Thomas Tobin

Financial Advisor

with the practice of Seth Murray

thomas.t.tobin@ampf.com

417.881.9200

More about me...

Top Areas of Focus

Estate Planning Strategies
Retirement Planning Strategies
Saving for Education

Education

BBA Finance, University of Missouri- Kansas City 1986, Certificate, Transportation Logistics, UMKC 1985

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Joel Pearson

Financial Advisor

with the practice of Ron Penney

joel.s.pearson@ampf.com

417.881.9200

More about me...

Top Areas of Focus

Investments
Education Planning
Estate Planning Strategies

Education

University of Missouri - Columbia ^®

AR Insurance #341544

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Dwight Fay

Financial Advisor

with the practice of Ron Penney

dwight.a.fay@ampf.com

417.881.9200

More about me...

Designations

CRPC^®

Top Areas of Focus

Retirement Planning Strategies
Saving for Education
Tax Planning Strategies

Education

BS, William Jewell College, 1982,Liberty,Missouri

AR Insurance #43738

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Jeffrey Robinson

Associate Financial Advisor

with the practice of Seth Murray

jeffrey.d.robinson@ampf.com

417.881.9200

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Designations

CFP^®, CPA

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Connie Hopper

Financial Advisor

with the practice of Seth Murray

connie.l.hopper@ampf.com

417.888.4440

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Donald Heaney

Financial Advisor

with the practice of Seth Murray

donald.c.heaney@ampf.com

417.888.4440

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CA Insurance #0G69520

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Charles Ladd

Financial Advisor

with the practice of Ron Penney

charles.w.ladd@ampf.com

417.888.5832

More about me...

Top Areas of Focus

Family Finances
Retirement Planning Strategies

Education

Bachelor of Science from Missouri State University

CA Insurance #0F24129 AR Insurance #279018

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Stacey Penney

Financial Advisor

with the practice of Ron Penney

stacey.s.penney@ampf.com

417.881.9200

More about me...

Designations

CFP^®, CRPC^®

Top Areas of Focus

Family Finances
Cash Flow Management Strategies
Retirement Planning Strategies

Education

Missouri State University, Bachelor of Science in Finance, 1999-2003

AR Insurance #356192

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Norman B Smith

Financial Advisor

with the practice of Seth Murray

norman.b.smith@ampf.com

641.791.4979

More about me...

Designations

CRPC^®

Top Areas of Focus

Family Finances
Retirement Planning Strategies
Insurance

Education

B.A., Upper Iowa University,Fayette IA,1990

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Seth Holder

Financial Advisor

with the practice of Seth Murray

seth.holder@ampf.com

479.553.5574

More about me...

Top Areas of Focus

Retirement Plan Distribution
Estate Planning Strategies
Retirement Income Strategies

Education

BA in Finance (Cum Laude) - Southwestern College (Winfield, KS), 2006

AR Insurance #411509

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Carolyn Crim

Financial Advisor

with the practice of Ron Penney

carolyn.2.crim@ampf.com

417.881.9200

More about me...

Designations

CRPC^®

AR Insurance #254428

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Michael Van Meter

Financial Advisor

with the practice of Seth Murray

michael.d.vanmeter@ampf.com

417.881.9200

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AR Insurance #234180

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Staff

Holly Perry

Planning Assistant

417.881.9200

holly.k.perry@ampf.com

Katrina Prock

Paraplanner

417.881.9200

katrina.l.prock@ampf.com

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Qualifications

Series 7
Series 66
MO Insurance License
Chartered Retirement Planning Counselor^®

Niki Link

Administrative Assistant

417.881.9200

susan.n.link@ampf.com

Andy Brown

Administrative Assistant

417.881.9200

andrew.t.brown@ampf.com

Tracie Watts

Administrative Assistant

417.881.9200

tracie.l.watts@ampf.com

Chase Baute

Receptionist

417.881.9200

chase.j.baute@ampf.com

Office Details

Great Southern Financial Svcs
1342 E Kingsley St Ste E
Springfield, MO 65804-7227

Phone: 417.881.9200

Hours:
Monday 8 a.m. - 5:30 p.m.
Tuesday 8 a.m. - 5:30 p.m.
Wednesday 8 a.m. - 5:30 p.m.
Thursday 8 a.m. - 5:30 p.m.
Friday 8 a.m. - 5:30 p.m.

Please call ahead at (417) 881-9200 to allow our assistants Tracie and Andrew to set up your appointment time

Other Offices

2609-B East Sunshine
Springfield, MO 65804