Penny has over 25 years as a financial services representative with MassMutual and has been in the finance field for over 35 years. She earned a Master of Business Administration in Finance from Florida Institute of Technology in 1999 and received her bachelor’s in business administration in Accounting from California State University, Fresno in 1992.
Penny is a Certified Financial Planner™ professional who provides comprehensive financial and retirement planning services, including life, disability income, and long-term care insurance. She holds a master’s degree in finance and brings extensive expertise in investment and annuity strategies. Penny is also certified in long-term care planning and works closely with clients to help them understand how to protect their assets from the financial impact of extended care situations.
Prior to MassMutual, Penny worked as a civilian budget analyst for the Navy providing consultation on multi-million-dollar public works projects and contracts. She has also served as an accounting systems analyst, financial counselor, accountant and banker.
Penny is involved with charitable organizations, serving on the board of a non-profit organization based in OH and supporting other local charities. She is also very involved at her church along with her daughter and husband of nearly 40 years.
CRN202809-9548344