Penney, Murray & Associates

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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Team photo for Penney, Murray & Associates
Team photo for Penney, Murray & Associates

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Advisors

Advisor photo for Alex Rubin

Alex Rubin

CFP®, APMA®

Financial Advisor

Visit Alex Rubin's website
Advisor photo for Ron Penney

Ron Penney

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Ron Penney's website
Advisor photo for Stacey Penney

Stacey Penney

CFP®, CRPC, APMA®

Private Wealth Advisor

Visit Stacey Penney's website
Advisor photo for Carolyn Crim

Carolyn Crim

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Carolyn Crim's website
Advisor photo for Amy Yaryan Cole

Amy Yaryan Cole

MBA, CFP®, CRPC, CKA®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Amy Yaryan Cole's website
Advisor photo for Zachary McMillan

Zachary McMillan

Associate Financial Advisor

Visit Zachary McMillan's website
Advisor photo for Joanna Dettmer

Joanna Dettmer

CRPC

Associate Financial Advisor

Visit Joanna Dettmer's website
Advisor photo for Charles W. Ladd

Charles W. Ladd

CRPC

Financial Advisor

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


Team

Evan Ross

Intern