The Team

Penney, Murray & Associates

Our Advisors

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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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

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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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Michael Van Meter

Michael Van Meter

Financial Advisor

Mathew Basham

Mathew Basham

Financial Advisor

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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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Abigail Crain

Abigail Crain

Financial Advisor

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Education

Missouri State University, B.A. in Finance, Summa Cum Laude

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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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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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Gus Krafve

Gus Krafve

Financial Advisor

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Top Areas of Focus

  • Investments
  • Family Finances
  • Estate Planning Strategies

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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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David J Lange

David J Lange

Financial Advisor

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Designations

CFP®, APMA®, CLTC®, CLU®

Top Areas of Focus

  • Retirement Planning Strategies
  • Insurance
  • Saving for Education

Education

Augsburg University, BA Bus. Admin & Econ '08 - Minneapolis, MN
AR License #9576195

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Seth Holder

Seth Holder

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Retirement Income Strategies

Education

BA in Finance (Cum Laude) - Southwestern College (Winfield, KS), 2006
AR License #8888664

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Bryan Binz

Bryan Binz

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

Bachelor of Science in Management & Marketing, Cum Laude, Arkansas Tech University, Russellville, AR
AR License #13392972

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Robert Mahaffey Jr

Robert Mahaffey Jr

Financial Advisor

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Designations

MSF

Top Areas of Focus

  • Investment Management
  • Wealth Preservation Strategies

Education

Master of Science in Finance, Washington University in St. Louis, Graduated May 2019, Bachelor of Business Administration, University of Mississippi, Graduated May 2018
AR License #19210449

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Our Staff

Alison Rude

Alison Rude

Executive Assistant

Victoria Broyles

Victoria Broyles

Administrative Assistant

Caleb Carlin

Assistant

Tina Herdman

Tina Herdman

Administrative Assistant

Duke Carlton

Assistant