The Team

Penney, Murray & Associates
What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future

Our Advisors

Dalton J Stockton

Dalton J Stockton

Financial Advisor

More about me...

Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management

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Ron Penney

Ron Penney

Private Wealth Advisor

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Designations

CFP®, ChFC®

Top Areas of Focus

  • Family Finances
  • Intergenerational Planning
  • Tax 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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George Snyder

George Snyder

Financial Advisor

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Top Areas of Focus

  • Tax Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
AR License #5072058

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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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Blake Boyd

Blake Boyd

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management

Education

B.B.A, Finance - Drury University, 2018

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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

More about me...

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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Kyle Borneman

Kyle Borneman

Financial Advisor

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Designations

MBA

Top Areas of Focus

  • Investment Management
  • Wealth Preservation Strategies
  • Retirement Planning Strategies

Education

Master in Busines Administration (MBA), Drury University, B.S. Finance & Management, Drury University
AR License #17792028

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Mathew Basham

Mathew Basham

Financial Advisor

More about me...

Designations

MBA

Top Areas of Focus

  • Retirement Plan Distribution
  • Investments
  • Business Retirement Plans

Education

University of Missouri - Kansas City - Bachelor's Business Administration, Webster University - M.B.A.

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Michael Van Meter

Michael Van Meter

Financial Advisor

Carolyn Crim

Carolyn Crim

Financial Advisor

More about me...

Designations

CRPC®

Top Areas of Focus

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

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Donald Heaney

Donald Heaney

Financial Advisor

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Top Areas of Focus

  • Investments
  • Social Security Retirement Benefits
  • Retirement Income Strategies

Education

LaSalle University - Philadelphia MBA (Finance) 1985

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Norman B Smith

Norman B Smith

Financial Advisor

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Top Areas of Focus

  • Investments
  • Women's Financial Strategies
  • Retirement Planning Strategies

Education

B.A., Upper Iowa University, Fayette IA 1990

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Thomas Tobin

Thomas Tobin

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies

Education

BBA Finance, University of Missouri- Kansas City 1986, Certificate, Transportation Logistics, UMKC 1985
CA Insurance #0K24657

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Amy Yaryan Cole

Amy Yaryan Cole

Financial Advisor

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Designations

MBA, CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies

Education

Bachelor of Arts, University of Arkansas, 1996, MBA, Missouri State University, 2002
AR License #736677

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Corey Means

Corey Means

Financial Advisor

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Designations

CFA

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

Missouri State University, BS Economics
CA Insurance #0K53167

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Gus Krafve

Gus Krafve

Financial Advisor

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Top Areas of Focus

  • Investments
  • Family Finances
  • Estate Planning Strategies

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Our Staff

Joanna Dettmer

Joanna Dettmer

Client Service Manager

Caitlin Duvall

Caitlin Duvall

Administrative Assistant

Andrew Graham

Andrew Graham

Administrative Assistant

Valerie McBride

Valerie McBride

Receptionist

Zachary McMillan

Zachary McMillan

Administrative Assistant

Holly Perry

Holly Perry

Financial Planning Assistant