CCM has a proud network of advisors and support to help you achieve your financial goals.

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Founders

Scott Richardson, CFP®, AIF®

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Founder - OSJ Branch Manager - Registered Principal

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O: 502.420.9912
F: 502.420.9913
​E: scott@ccmresource.com
​LinkedIn

About Scott

Joe Norris

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Founder - Financial Advisor

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O: 502.420.9912
F: 502.420.9913
E: jnorris@ccmresource.com

About Joe

Registered Reps

Barrett Norris

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Financial Advisor

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O: 502.420.9912
F: 502.420.9913
​E: barrett@ccmresource.com

About Barrett

Jeff Blatt

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Registered Representative

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O: 303.534.7290
F: 303.534.7248
​E: jblatt@ceteranetworks.com

About Jeff

David Price

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Financial Advisor

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O: 502.420.9912
F: 502.420.9913
​E: dprice@ccmresource.com

About David

Tom Castle, CLU®

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Financial Advisor

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O: 719.596.5496
F: 719.596.0433
​E: tcastle@ccmresource.com

About Tom

​Lynore Yates. MSFS, CLTC®

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Financial Advisor

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C: 502.296.2762
F: 502.420.9913
​E: lynore@ccmresource.com

About Lynore

Jim Wilson

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Registered Principal
OSJ Branch Manager

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O: 303.534.7290
F: 303.534.7248
​E: jim@ccmresource.com

About Jim

Steven Blair

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Financial Advisor

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O: 405.418.4554
​E: sblair@ccmresource.com

About Steven

Support Team

Rosemary McGowan

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Registered Representative

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O: 502.420.9912
F: 502.420.9913
​E: rmcgowan@ccmresource.com

About Rosemary

Stephanie Volpert

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Registered Administrative Assistant

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O: 502.420.9912
F: 502.420.9913
​E: stephanie@ccmresource.com

About Stephanie

Clare Reed

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Administrative Assistant

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O: 502.420.9912
F: 502.420.9913
​E: clare@ccmresource.com

About Clare

Joseph Richardson

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Marketing Specialist

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C: 502.777.8221
F: 502.420.9913
​E: jjr@ccmresource.com
LinkedIn

About Joseph

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