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

Seth Murray

Seth Murray

Private Wealth Advisor

More about me...

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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Our Staff

Vickie Broyles

Administrative Assistant