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

  • Estate Planning Strategies
  • Charitable Giving
  • Retirement 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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Amy Yaryan Cole

Amy Yaryan Cole

Financial Advisor

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Designations

MBA, CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies

Education

Bachelor of Arts, University of Arkansas, 1996, MBA, Missouri State University, 2002
AR License #736677

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Carolyn Crim

Carolyn Crim

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Family Finances
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
AR License #5058482

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Michael Van Meter

Michael Van Meter

Financial Advisor

Charles W. Ladd

Charles W. Ladd

Financial Advisor

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Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies

Education

Bachelor of Science from Missouri State University
CA Insurance #0F24129 AR License #4884854

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George Snyder

George Snyder

Financial Advisor

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Top Areas of Focus

  • Tax Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
AR License #5072058

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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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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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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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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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Our Staff

Holly Perry

Holly Perry

Financial Planning Assistant

Joanna Carlson

Joanna Carlson

Administrative Assistant

Dalton Stockton

Dalton Stockton

Administrative Assistant