Penney, Murray & Associates

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Advisors

Ron Penney

Ron Penney

Private Wealth Advisor

Visit Ron Penney's website
Seth Murray

Seth Murray

Private Wealth Advisor

Visit Seth Murray's website
Stacey Penney

Stacey Penney

Financial Advisor

Visit Stacey Penney's website
Amy Yaryan Cole

Amy Yaryan Cole

Financial Advisor

Visit Amy Yaryan Cole's website
Charles W. Ladd

Charles W. Ladd

Financial Advisor

Visit Charles W. Ladd's website
Carolyn Crim

Carolyn Crim

Financial Advisor

Visit Carolyn Crim's website
George Snyder

George Snyder

Financial Advisor

Visit George Snyder's website
Dalton J Stockton

Dalton J Stockton

Financial Advisor

Visit Dalton J Stockton's website
Blake Boyd

Blake Boyd

Financial Advisor

Visit Blake Boyd's website

Team

Holly Perry

Holly Perry

Operations Manager

Qualifications

  • CRPC®

Roles & Responsibilities

  • Assistant to Ron Penney, CFP®, ChFC®
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Joanna Dettmer

Joanna Dettmer

Client Service Manager

Qualifications

  • CRPC®

Roles & Responsibilities

  • Executive Assistant to Ron Penney, CFP®, ChFC®
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Zac McMillan

Zac McMillan

Paraplanner

Qualifications

  • CRPC®

Roles & Responsibilities

  • Paraplanner with the Team of Ron Penney, CFP®, ChFC®
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Caitlin Duvall

Caitlin Duvall

Administrative Assistant

Roles & Responsibilities

  • Assistant to Carolyn Crim, CRPC®, Chip Snyder, CRPC® and Charles W. Ladd Jr., CRPC®
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Valerie McBride

Valerie McBride

Receptionist

Elizabeth Vaughn

Elizabeth Vaughn

Administrative Assistant

Roles & Responsibilities

  • Assistant to Stacey Penney, CFP®, CRPC®
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Logan Frye

Logan Frye

Administrative Assistant

Kelly Derryberry

Kelly Derryberry

Client Service Manager

Roles & Responsibilities

  • Assistant to Amy Y. Cole, CFP®, CRPC®, MBA
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Shelia Dossey

Administrative Assistant

Roles & Responsibilities

  • Assistant to Amy Y. Cole, CFP®, CRPC®, MBA
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Kelly Bundy-Owens

Kelly Bundy-Owens

Executive Assistant

Sadie Carter

Sadie Carter

Marketing Specialist

Alex Rubin

Alex Rubin

Intern