Penney, Murray & Associates

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Team photo for Penney, Murray & Associates
Team photo for Penney, Murray & Associates

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Advisors

Advisor photo for Ron Penney

Ron Penney

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Ron Penney's website
Advisor photo for Amy Yaryan Cole

Amy Yaryan Cole

MBA, CFP®, CRPC, CKA®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Amy Yaryan Cole's website
Advisor photo for Alex Rubin

Alex Rubin

CFP®

Financial Advisor

Visit Alex Rubin's website
Advisor photo for Carolyn Crim

Carolyn Crim

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Carolyn Crim's website
Advisor photo for Zachary McMillan

Zachary McMillan

CRPC

Associate Financial Advisor

Visit Zachary McMillan's website
Advisor photo for Charles W. Ladd

Charles W. Ladd

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Charles W. Ladd's website


Team

Holly Perry

Holly Perry

Operations Manager

Joanna Carlson

Joanna Carlson

Client Service Manager

Zoe Zhang

Zoe Zhang

Financial Planning Assistant

Qualifications

  • MBA

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Caitlin Duvall

Caitlin Duvall

Client Service Specialist

Qualifications

  • MSM

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Anna Grace Baker

Anna Grace Baker

Intern