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OUR FOUNDER.

Scott Richardson, CFP®, AIF®

Founder - OSJ Branch Manager
​- Registered Principal

O: 502.420.9912
F: 502.420.9913
​Email: [email protected]
LinkedIn

REGISTERED REPS.

Barrett Norris

Financial Advisor

O: 502.420.9912
F: 502.420.9913
​Email: [email protected]

David Price

Financial Advisor

O: 502.420.9912
F: 502.420.9913
​Email: [email protected]

​Lynore Yates MSFS, CLTC®

Financial Advisor

C: 502.296.2762
F: 502.420.9913
​Email: [email protected]

Matt Kittell

Financial Advisor

O: 502.420.9912
F: 502.420.9913
​Email: matt@ccmresource.com

Scott Richardson, Jr.

Financial Advisor

O: 502.420.9912
F: 502.420.9913
C: 502.876.6876
​Email: [email protected]

Marshall Williams

Registered Representative

O: 502.966.5637 x201
F: 502.969.5702
C: 502.644.9356
​Email: [email protected]

Dennis "D.C." Frank

Financial Advisor

O: 502.239.5054
F: 502.239.6968
C: 502.262.6960
​Email: [email protected]

​Michael P. Saunders, APMA®, CRPC®, CLTC®

Financial Advisor

O: 502.420.9912
F: 502.420.9913
​Email: michael@ccmresource.com

Jenna Price

Financial Advisor

O: 502.420.9912
F: 502.420.9913
​Email: jenna@ccmresource.com

Jake Schaefer

Financial Advisor

O: 502.420.9912
F: 502.420.9913
​Email: [email protected]

Scott Zurawski

Financial Advisor

O: 216.598.8611
​Email: [email protected]

Jeff Blatt

Registered Representative

O: 303.534.7290
F: 303.534.7248
​Email: [email protected]

Andrew Tuller, CFP®

Financial Advisor

O: 502.420.9912
F: 502.420.9913
​Email: [email protected]

Jim Wilson

Registered Principal
OSJ Branch Manager

O: 303.534.7290
F: 303.534.7248
​Email: [email protected]

John Overfield, MBA

Financial Advisor

O: 502.420.9912
F: 502.420.9913
​Email: [email protected]

Steven Blair

Financial Advisor

O: 405.418.4554
​Email: sblair@ccmresource.com

SUPPORT TEAM.

Heather Riddle

Operations Specialist

O: 502.420.9912
F: 502.420.9913
​Email: heather@ccmresource.com

Joseph Richardson

Operations Specialist

O: 502.420.9912
F: 502.420.9913
​Email: [email protected]
LinkedIn

Christy King

Operations Assistant

O: 502.420.9912
F: 502.420.9913
​Email: [email protected]

TRUSTED PARTNER.

Joe Bickett, JD, LLM, RPH

Estate Planning Attorney

C: 502.387.6503
​Email: [email protected]

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Registered representatives and investment advisor representatives offering securities and Investment advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a Broker/Dealer and a registered investment advisor. Cetera is under separate ownership from any other named entity.
This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative(s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.
Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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Come see us or give us a ring!

10503 Timberwood Circle, Suite 205
Louisville, KY 40223
Office: 502.420.9912
Fax: 502.420.9913