Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
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Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business

Awards & recognition

  • Ron Penney, Barron's Top 1,200 Financial Advisors, 2015-2019, 2023-2024
  • Seth Murray, Barron’s Top 1,200 Financial Advisors, 2015 - 2024

Community participation

Team at Ozarks Food Harvest
Team at Ozarks Food Harvest

Our next National Day of Service will be June 6, 2022 at Ozarks Food Harvest. It’s Ameriprise Financial's 13th annual National Day of Service, which has grown to be Feeding America's largest partner volunteer event in the country. Our team helped sort and repack food to help provide meals to our neighbors in need.

Ozarks Food Harvest is the Feeding America food bank for southwest Missouri, serving more than 200 hunger-relief organizations across 28 Ozarks counties. The Food Bank reaches nearly 30,000 individuals weekly and distributes more than 15 million pounds of food annually.