Broker Check

Team

Founders

Scott Richardson, CFP®, AIF®

Scott Richardson, CFP®, AIF®

Co-owner/Founder/Managing Partner

(502) 420-9912

(502) 420-9913

Joe Norris

Joe Norris

Co-owner/Founder/Principal

(502) 420-9912

(502) 420-9913

Assistants

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