Broker Check

Our Team

Joe Norris

Joe Norris

Co-owner/Founder/Principal

(502) 420-9912

(502) 420-9913

Scott Richardson, CFP®, AIF®

Scott Richardson, CFP®, AIF®

Co-owner/Founder/Managing Partner

(502) 420-9912

(502) 420-9913

Barrett Norris

Barrett Norris

Registered Principal

(502) 420-9912

(502) 420-9913

David Price

David Price

Financial Advisor

(502) 420-9912

(502) 420-9913

Jeff Blatt

Jeff Blatt

Registered Representative

(303) 534-7290

(303) 534-7248

Jim Wilson

Jim Wilson

Financial Advisor

(303) 534-7290

(303) 534-7248

Rosemary McGowan

Rosemary McGowan

Office Operations/Client Manager

(502) 420-9912

(502) 420-9913

Stephanie Volpert

Stephanie Volpert

Registered Administrative Assistant

(502) 420-9912

(502) 420-9913

Clare Reed

Clare Reed

Administrative Assistant

(502) 420-9912

(502) 420-9913

Joseph Richardson

Joseph Richardson

Marketing Specialist

(502) 777-8221

(502) 420-9913