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

Dalton J Stockton

Dalton J Stockton

CRPC®

Financial Advisor

Visit Dalton J Stockton's website
Ron Penney

Ron Penney

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Ron Penney's website
Stacey Penney

Stacey Penney

CFP®, CRPC®

Financial Advisor

Visit Stacey Penney's website
George Snyder

George Snyder

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit George Snyder's website
Charles W. Ladd

Charles W. Ladd

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Charles W. Ladd's website
Blake Boyd

Blake Boyd

Financial Advisor

Visit Blake Boyd's website
Seth Murray

Seth Murray

CRPC®

Private Wealth Advisor

Visit Seth Murray's website
Kraig Bode

Kraig Bode

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Kraig Bode's website
Kyle Borneman

Kyle Borneman

MBA

Financial Advisor

Investment Specialist
Visit Kyle Borneman's website
Mathew Basham

Mathew Basham

MBA

Financial Advisor

Visit Mathew Basham's website
Michael Van Meter

Michael Van Meter

Financial Advisor

Visit Michael Van Meter's website
Carolyn Crim

Carolyn Crim

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Carolyn Crim's website
Donald Heaney

Donald Heaney

Financial Advisor

Investment Specialist
Visit Donald Heaney's website
Norman B Smith

Norman B Smith

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Norman B Smith's website
Amy Yaryan Cole

Amy Yaryan Cole

MBA, CFP®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Amy Yaryan Cole's website
Corey Means

Corey Means

CFA®

Financial Advisor

Chartered Financial Analyst®
Visit Corey Means's website
Gus Krafve

Gus Krafve

Financial Advisor

Investment Manager
Visit Gus Krafve's website

Team

Joanna Dettmer

Joanna Dettmer

Client Service Manager

Caitlin Duvall

Caitlin Duvall

Administrative Assistant

Valerie McBride

Valerie McBride

Receptionist

Zachary McMillan

Zachary McMillan

Administrative Assistant

Holly Perry

Holly Perry

Financial Planning Assistant