Penney, Murray & Associates

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Ron Penney, Private Wealth Advisor serving the Springfield, MO area - Ameriprise Advisors

Ron Penney

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Ron Penney's website
Seth Murray, Private Wealth Advisor serving the Springfield, MO area - Ameriprise Advisors

Seth Murray

CRPC

Private Wealth Advisor

Visit Seth Murray's website
Stacey Penney, Private Wealth Advisor serving the Springfield, MO area - Ameriprise Advisors

Stacey Penney

CFP®, CRPC

Private Wealth Advisor

Visit Stacey Penney's website
Amy Yaryan Cole, Private Wealth Advisor serving the Springfield, MO area - Ameriprise Advisors

Amy Yaryan Cole

MBA, CFP®, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Amy Yaryan Cole's website
Charles W. Ladd, Financial Advisor serving the Springfield, MO area - Ameriprise Advisors

Charles W. Ladd

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Charles W. Ladd's website
Carolyn Crim, Financial Advisor serving the Springfield, MO area - Ameriprise Advisors

Carolyn Crim

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Carolyn Crim's website
Dalton J Stockton, Financial Advisor serving the Springfield, MO area - Ameriprise Advisors

Dalton J Stockton

CRPC

Financial Advisor

Visit Dalton J Stockton's website
Alex Rubin, Financial Advisor serving the Springfield, MO area - Ameriprise Advisors

Alex Rubin

CFP®

Financial Advisor

Visit Alex Rubin's website

Zachary McMillan

CRPC

Associate Financial Advisor

Visit Zachary McMillan'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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Frances Robertson

Frances Robertson

Executive Assistant

Caitlin Duvall

Caitlin Duvall

Client Service Specialist

Roles & Responsibilities

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

Valerie McBride

Receptionist

Zoe Zhang

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Qualifications

  • MBA
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Trevor Barlow

Trevor Barlow

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Shelia Dossey

Shelia Dossey

Administrative Assistant

Roles & Responsibilities

  • Assistant to Amy Y. Cole, CFP®, CRPC®, MBA
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Carin Contreras

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