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Get to Know the McCall Benefits Team

Partnering with You Throughout Your Life’s Journey

Who We Are

Providing thoughtful guidance on behalf of you and your family has always been our commitment. Blending integrity, education and knowledge, we strive to improve our clients’ lives and finances, and we enjoy doing so through long-lasting relationships.

We believe a collaborative, trusting partnership is the core of any successful financial plan. For this reason, we work closely with you to truly understand your needs and values—and provide easy-to-understand explanations as we get your finances organized and optimized, together. Whatever questions you have or concerns on your mind, we are here to listen, find solutions, and help you maintain peace of mind throughout your life and retirement.

The aim of our charge is love that issues from a pure heart and a good conscience and a sincere faith. 

1 Timothy 1:5

Penny McCall Photo
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Penny McCall

Co-Owner, Retirement Specialist, Chartered Federal Employee Benefits Consultant

Penny McCall

Penny D. Mccall

Co-Owner, Retirement Specialist, Chartered Federal Employee Benefits Consultant

Penny has been the Owner and Independent Financial Advisor of McCall Financial & Benefits Group, LLC, since 2014. 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 gives 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 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.

Andy Mccall Photo

Andy Mccall

Co-Owner, Chief Operating Officer
Jarin Turner Photo

Jarin Turner

Benefits Specialist Agent
Marty Carter Photo

Marty Carter

VP of Training and Education/Outreach Coordinator
Tom Oasen Photo

Tom Oasen

Retirement Specialist
Julia Davidson Photo

Julia Davidson

Education & Training Coordinator