Advisor profile


My approach

Stacey Penney - My approach photo

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device.In one secure, convenient online space, you can:

· Track your goals and progress

· Connect and share information with me

· View, store and organize your financial documents

· Transfer funds, and much more

Register today at ameriprise.com, or contact me for help getting started.
Stacey Penney - My approach photo

Areas of focus

  • Family Finances
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Missouri State University, Bachelor of Science in Finance, 1999-2003

Interests

  • Fitness
  • Reading
  • Hiking
  • Cycling
  • Travel

Community participation

  • Junior League of Springfield
  • Destiny Church Women's Ministry & Management Team
  • Republic Community Foundation Board Member
  • Springfield Greene County Library Board of Trustees