Broker Check

Our Associates


Firm Founders:



Joe Norris

Co-owner/Founder/Principal

(502) 420-9912
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Joe works with clients spread throughout the United States. He is also responsible for meeting with analysts and portfolio managers to conduct due diligence and research market trends.

Scott Richardson, CFP®, AIF®

Co-owner/Founder

Managing Partner

(502) 420-9912
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Scott especially enjoys working with individuals, businesses and non-profits plan out their goals. Since 1983, Scott has been focused on design, implementation and education of Qualified Retirement Plans for self-employed individuals...





Louisville Associates:



Rosemary McGowan

Office Operations/ Client Manager

(502) 420-9912
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Rosemary started at the firm in 1998. As one of the longest tenured members of the team, Rosemary serves as the Office Operations and Client Manager. She has many responsibilities at Commonwealth Capital Management, including...

Barrett Norris

Registered Principal

(502) 420-9912
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Barrett works with clients to help them create plans to achieve their financial goals, as well as to assist them in better understanding the fundamentals of their own investments. Since 2004, Barrett has been with Commonwealth Capital...

David Price

Financial Consultant

(502) 420-9912
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David enjoys working with clients to help them identify and prioritize their personal or business financial goals, which is one of the first steps toward developing an effective retirement plan. He also provides analysis, evaluation...

S. Scott Richardson, Jr

Registered Representative

(502) 420-9912
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Scott Richardson Jr. is the newest member of our team and the eldest son of Scott Richardson, Sr. Scott has a passion for business and has unique experiences in starting and running a business himself. In 2010, Scott started his own...







David Winebrenner Jr., CPCU

Financial Advisor, Registered Representative

(270) 699-9600



David is located in Lebanon, Kentucky and works with families, businesses and individuals in building long-term wealth. David also has a background in insurance & risk management to assist in the protection of client assets. Has been...

Stephanie Volpert

(502) 420-9912
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David Purdom

 Registered Representative


David is a Registered Representative at Commonwealth. He also owns a tax practice and uses knowledge from both areas to assist his clients in their financial lives. He holds a BA from Bellarmine University is Political Science and Psychology...





Denver Associates:



Jim Wilson

Financial Advisor

(303) 534-7290 
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James H.B. Wilson holds the Series 24 General Securities Principal registration and is the Branch Manager for the Denver office. Jim has been in the financial services field since 1976, bringing more than 33 years experience to his ...

Jeff Blatt

Financial Advisor

(303) 534-7290

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Jeff has had a passion for relationship-building and entrepreneurship since childhood. He has held paper routes, owned a lawn mowing business, did odd jobs and shoveled countless driveways full of snow. He simply loves helping others...

Tom Castle

Financial Advisor

(719) 596-5496
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Tom has been in the industry since 1966, and has been serving clients in Colorado Springs, CO since 1972. He is a Registered Investment Advisor (RIA), Chartered Life Underwriter (CLU) and was a member of MDRT. Tom has served his...





Oklahoma City Associates:


Steven Blair

Steven Blair

Financial Advisor

(502) 420-9912
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Steven Blair, MBA began his career by earning a bachelor of science degree from East Central University in 1993 and a masters degree from University of Oklahoma in 1997. Since then, Steven has completed several securities examinations...