All locations are operating in normal conditions. Appointments are being accepted + we are following CDC sanitation guidelines.

What does your financial pathway look like?

We know creating a financially secure future can be a little intimidating, that's why we're here to help you through this process. With a plethora of expertise and a support team to help guide you at any time, we set your future up for success.

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With our combined experience averaging 25 years each, we have the knowledge to push your financial goals forward.

The important things.

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Client Benefits

More Than Financial Products... A Lot More: What separates us from the others is our commitment to deliver customized advice and solutions for our clients.

See Our Benefits

Our Team

You aren't alone, you have an entire team to help you throughout the process. See some of the backgrounds and expertise of our team by clicking below.

Meet Our Team

Our Services

To help meet the needs of our clients, we offer a complete suite of investments, retirement and insurance solutions. Odds are, we have the offering you're looking for.

What We Do

We offer solutions to cover whatever life throws at you.

Find Your Financial Advisor

Simply fill out your information and we'll have one of our experienced financial advisors reach out to you to schedule an appointment.

Some people think bigger is better.
We think better is bigger.

Our Founders

Scott Richardson, CFP, AIF
502.420.9912
scott@ccmresource.com​

Joe Norris
​502.420.9912
​jnorris@ccmresource.com

Meet Our Team