To Seth Penney, there’s no such thing as being too prepared.
Behind the scenes, he takes his research seriously, working diligently to ensure the team’s clients have the right information to make informed decisions that benefit them in the long run. During his time with our team, he’s quickly earned a reputation for being a fast learner and having an answer to nearly every question under the sun.
While Seth enjoys the research side of his job, he loves communicating what he’s learned to his clients even more. He knows that money is emotional and that planning for the future can be intimidating—but when you add researched, rational advice to the equation, clients have the best chance at achieving their long-term goals.
Seth is an Iowa City native and loves watching Hawkeye sports with his family and friends. Aside from his work at UIF, he volunteers his time at organizations dedicated to helping others in his community.
CERTIFICATIONS & ACCOMPLISHMENTS:
- Accredited Investment Fiduciary®
- FINRA Series 7 & 66
INVESTMENT STYLE:
- Rational, Researched, Steady
IN THE COMMUNITY:
- Volunteer, Ronald McDonald House Charities of Eastern Iowa & Western Illinois
- Volunteer, Iowa City Hospice