Penney Financial

Cameron Penney is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Penney Financial since 2015. He holds Series 63 and Series 65 licenses and operates out of Houston, TX. Penney Financial serves individuals, families, and high-net-worth clients as a fee-only fiduciary, offering comprehensive financial planning, hourly consultations, and multiple levels of ongoing advice including discretionary asset management. The firm employs a research-driven, academically informed investment approach centered on written Investment Policy Statements and long-term, buy-and-hold strategies using low-cost mutual funds and ETFs.

Kathryn Prestwood is a CFP® professional with five years of experience, currently serving at Penney Financial. Her background includes roles at Penney Financial since 2019, as well as positions at Heart and Soul Tea Room, RMB Capital, Pine Cove, Live Oak Church, and Texas Tech University. Penney Financial is a fee-only fiduciary firm that serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and small businesses. The firm employs a research-driven, academically informed investment approach with a focus on long-term, buy-and-hold strategies using low-cost mutual funds and ETFs.

Michelle Smith is a financial advisor at Penney Financial with five years of industry experience. She holds the Series 66 designation and previously worked at Questar Asset Management and Questar Capital Corporation. Outside of her advisory role, Smith is the Chief Financial Officer and owner of The Smith Property Group, a rental property management business. Penney Financial serves individuals, families, high-net-worth clients, trusts, estates, charitable organizations, and small businesses through comprehensive financial planning and discretionary asset management. The firm employs a research-driven, academically informed investment approach focused on long-term, buy-and-hold strategies using low-cost mutual funds and ETFs.