Penney, Murray & Associates

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Ron Penney

Ron Penney

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Ron Penney's website
Charles W. Ladd

Charles W. Ladd

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Charles W. Ladd's website
Stacey Penney

Stacey Penney

CFP®, CRPC®

Financial Advisor

Visit Stacey Penney's website
Amy Yaryan Cole

Amy Yaryan Cole

MBA, CFP®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Amy Yaryan Cole's website
Carolyn Crim

Carolyn Crim

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Carolyn Crim's website
George Snyder

George Snyder

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit George Snyder's website
Dalton J Stockton

Dalton J Stockton

CRPC®

Financial Advisor

Visit Dalton J Stockton's website
Blake Boyd

Blake Boyd

Financial Advisor

Visit Blake Boyd's website
Alex Rubin

Alex Rubin

Financial Advisor

Visit Alex Rubin's website

Team

Caitlin Duvall

Caitlin Duvall

Client Service Specialist