The Team

Penney, Murray & Associates

Many people think about rolling over their 401(k) funds when they change jobs or retire. Depending on your age and investment strategy, it may make financial sense to rollover some of your assets while you’re still working and contributing to a 401(k) plan.We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify customized financial strategies that can evolve over time. Our goal is to help our clients feel more in charge of their financial lives so that they can pursue their passions — for today and tomorrow— with confidence.

Our Advisors

Ron Penney

Ron Penney

Private Wealth Advisor

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Designations

CFP®, ChFC®

Top Areas of Focus

  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Planning Strategies
AR License #235655

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Stacey Penney

Stacey Penney

Financial Advisor

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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 License #7808577

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Charles W. Ladd

Charles W. Ladd

Financial Advisor

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Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies

Education

Bachelor of Science from Missouri State University
CA Insurance #0F24129 AR License #4884854

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Carolyn Crim

Carolyn Crim

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Family Finances
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
AR License #5058482

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Seth Murray

Seth Murray

Private Wealth Advisor

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Designations

CRPC®

Top Areas of Focus

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies

Education

Missouri State University, Bachelor of Science in Finance, Cum Laude
CA Insurance #0G69523 AR License #5062588

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Kraig Bode

Kraig Bode

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances

Education

Missouri State University, B.A, Finance
AR License #8749527

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