MCCALL FINANCIAL & BENEFITS GROUP - Key Persons
Job Titles:
- Chief Operating Officer
- Co - Owner
Job Titles:
- Benefits Specialist Agent
Job Titles:
- Education & Training Coordinator
Job Titles:
- VP of Training and Education / Outreach Coordinator
Job Titles:
- Co - Owner, Retirement Specialist, Chartered Federal Employee Benefits Consultant
- Owner and Independent Financial Advisor
Penny has been the Owner and Independent Financial Advisor of McCall Financial & Benefits Group, LLC, since 2014. Penny has recently joined Anchor Private Wealth, a member of Advisory Services Network, LLC as an Independent Financial Advisor. She worked in the banking and financial industry for 25 years before embarking upon retirement planning with Federal employees. Her previous experience with business development and investments give her the keen knowledge to approach retirement planning for businesses and individuals from a unique perspective. As a financial professional, Penny sees the impact of retirement planning and the lack thereof every day. She feels blessed to help customize a tailor-made retirement plan that best fits the individual needs of her clients. Through communication and understanding, Penny helps her clients achieve the retirement they deserve. Penny's firm is a certified Woman-Owned Small Business (WOSB) providing her training and educational programs exclusive to WOSB. McCall Financial & Benefits Group, LLC, maintains federal contractor status (this can be verified using CAGE Code 8GCF8 on the System for Award Management website). Penny built her reputation and business on trust, loyalty, knowledge, and family values. She believes the greatest need right now resides in educating individuals; empowering them to make informed decisions regarding their money and retirement plans to ensure they feel confident about their future. Penny enjoys spending time with her husband, Andy, her children Kirstie and Destry, and her two grandsons. Together, they enjoy traveling, swimming, playing games, and going on new adventures. The family enjoys trying new activities and making memories.