Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Smith, Penni, Rippey, Cunningham & Associates
Team photo for Smith, Penni, Rippey, Cunningham & Associates

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Our advisors

Advisor photo for Samuel O Penni

Samuel O Penni

CLU®, ChFC®

Private Wealth Advisor

Learn more about Samuel O Penni Visit Samuel O Penni's website
Advisor photo for Bill Rippey

Bill Rippey

CRPC

Financial Advisor

Learn more about Bill Rippey Visit Bill Rippey's website
Advisor photo for Tommy Daniels

Tommy Daniels

CRPC

Financial Advisor

Learn more about Tommy Daniels Visit Tommy Daniels's website


Our team

Casey Bowen

Casey Bowen

Financial Planning Assistant

Jennifer Cardona

Jennifer Cardona

Operations Manager

Kaley Daniel

Kaley Daniel

Client Service Coordinator

Anthony Torres

Anthony Torres

Investment Specialist,

Insurance Specialist