Our advisors

Advisor photo for Ron Penney

Ron Penney

CFP®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Ron Penney Visit Ron Penney's website
Advisor photo for Seth Murray

Seth Murray

CRPC

Private Wealth Advisor

Learn more about Seth Murray Visit Seth Murray's website
Advisor photo for Stacey Penney

Stacey Penney

CFP®, CRPC, APMA

Private Wealth Advisor

Learn more about Stacey Penney Visit Stacey Penney's website
Advisor photo for Amy Yaryan Cole

Amy Yaryan Cole

MBA, CFP®, CRPC, CKA®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Amy Yaryan Cole Visit Amy Yaryan Cole's website
Advisor photo for Bryan Binz

Bryan Binz

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Bryan Binz Visit Bryan Binz's website
Advisor photo for Kyle Borneman

Kyle Borneman

MBA

Financial Advisor

Investment Specialist
Learn more about Kyle Borneman Visit Kyle Borneman's website
Advisor photo for Carolyn Crim

Carolyn Crim

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Carolyn Crim Visit Carolyn Crim's website
Advisor photo for Donald Heaney

Donald Heaney

Financial Advisor

Investment Specialist
Learn more about Donald Heaney Visit Donald Heaney's website
Advisor photo for Seth Holder

Seth Holder

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Seth Holder Visit Seth Holder's website
Advisor photo for Charles W. Ladd

Charles W. Ladd

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Charles W. Ladd Visit Charles W. Ladd's website
Advisor photo for David J Lange

David J Lange

CFP®, APMA, CLTC®

Financial Advisor

Learn more about David J Lange Visit David J Lange's website
Advisor photo for David Matsushita

David Matsushita

Financial Advisor

Vice President of Penney, Murray & Associates
Learn more about David Matsushita Visit David Matsushita's website
Advisor photo for Corey Means

Corey Means

CFA®

Financial Advisor

Chartered Financial Analyst®
Learn more about Corey Means Visit Corey Means's website
Advisor photo for Alex Rubin

Alex Rubin

CFP®

Financial Advisor

Learn more about Alex Rubin Visit Alex Rubin's website
Advisor photo for David Welton

David Welton

Financial Advisor

Associate Franchise Consultant
Learn more about David Welton Visit David Welton's website
Advisor photo for Zachary McMillan

Zachary McMillan

CRPC

Associate Financial Advisor

Learn more about Zachary McMillan Visit Zachary McMillan's website


Our team

Trevor Barlow

Trevor Barlow

Financial Planning Assistant

Josh Baurichter

Client Service Coordinator

Taylor Dawley

Taylor Dawley

Client Service Coordinator

Joanna Dettmer

Joanna Dettmer

Client Service Manager

Qualifications

  • CRPC®

Roles & Responsibilities

  • Assistant to Ron Penney, CFP®, ChFC®
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Anne Drewry

Anne Drewry

Client Service Coordinator

Caitlin Duvall

Caitlin Duvall

Client Service Specialist

Qualifications

  • MSM

Roles & Responsibilities

  • Assistant to Carolyn Crim, CRPC® and Charles W. Ladd Jr., CRPC®
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Tina Herdman

Tina Herdman

Office Manager

Roles & Responsibilities

  • Assistant to Corey Means, CFA® and Abigail Crain
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Valerie McBride

Valerie McBride

Receptionist

Alayna Palmer

Alayna Palmer

Client Service Specialist

Brian Pendry

Brian Pendry

Client Service Coordinator

Holly Perry

Holly Perry

Operations Manager

Roles & Responsibilities

  • Assistant to Ron Penney, CFP®, ChFC®
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Frances Robertson

Frances Robertson

Executive Assistant

Alison Rude

Alison Rude

Office Manager,

Executive Assistant

Roles & Responsibilities

  • Assistant to Seth Murray, CRPC®
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Zoe Zhang

Financial Planning Assistant

Qualifications

  • MBA
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Beth Li

Beth Li

Financial Planning Assistant

Chad Cole

Chad Cole

Administrative Assistant