Broker Check

Team

 

Joe Norris

Co-owner/Founder/Principal

(502) 420-9912

(502) 420-9913

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.In 1980, Joe joined the firm of Edward Jones in St....

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Scott’s experience ranges over 33-years in the financial services industry. Since 1983, as a financial advisor, his experience has been in the design, and investment education of Qualified Retirement Plans for businesses and...

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Barrett Norris

Registered Principal

(502) 420-9912

(502) 420-9913

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...

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Rosemary McGowan

Office Operations/ Client Manager

(502) 420-9912

(502) 420-9913

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...

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David Price

Financial Consultant

(502) 420-9912

(502) 420-9913

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...

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Bryce Lanham

Financial Advisor

502-931-2936

502-420-9913

Bryce has been in the financial services industry for over 10 years. A graduate of Purdue University where he originally pursued a degree in Veterinary Medicine, however found a passion for the financial industry. Bryce has a bachelor...

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David Winebrenner Jr., CPCU

Financial Advisor, Registered Representative

(270) 699-9600

(270) 699-9700

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...

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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...

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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...

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Jeff Blatt

Financial Advisor

303-534-7290

303-534-7248

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...

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Stephanie Volpert

Registered Administrative Assistant

502-420-9912

502-420-9913

Stephanie has been with our organization for over four years. Her responsibilities include communication and processing of personal client accounts, 401(k) and 403(b) plans that CCM represent. Stephanie has developed a close...

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After serving in the Army as a Lt in Munich, Germany, Tom started in the financial services industry in Wurzburg, Germany. He has been serving clients in Colorado Springs, CO since 1972. He is an Investment Advisor Representative,...

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Jim Wilson

Financial Advisor

303-534-7290

303-534-7248

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...

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Sara has been working in the community for several years, and brings a wealth of knowledge and skills to her new position. She will be working directly with David Winebrenner and his client base as a Professional Assistant.Sara is a...

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Clare Reed

Administrative Assistant

502-420-9912

502-420-9913

Clare is our newest member of our service team. We first were introduced to Clare by our relationship we had as being our firms banking representative. Her customer service ability impressed us as someone we would want to represent our...

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