Our Team.
Meet the Commonwealth Capital Management Team. CCM has an exceptional network of professionals and support to help you pursue your financial goals.
.jpg)
Founder, OSJ Branch Manager, Registered Principal
Office: 502.420.9912
Fax: 502.420.9913​
​
​
​
​

Barrett Norris

David Price

Lynore Yates MSFS, NSSA, CLTC®
Financial Advisor
Office: 502.420.9912
Cell: 502.296.2762
Fax: 502.420.9913​

Matt Kittell

Scott Richardson, Jr.

Marshall Williams
Registered Representative
Office: 502.966.5637 x201
Fax: 502.969.5702
Cell: 502.644.9356

Dennis "D.C" Frank
Financial Advisor
Office: 502.239.5054
Fax: 502.239.6968
Cell: 502.262.6960

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

Jenna Price

Jake Schaefer

Andrew Tuller, CFP®

John Overfield, MBA

Joe Clay
Financial Advisor
Office: 502.420.9912
Cell: 502.205.1200
Fax: 502.420.9913​

Clinton Carrier
Financial Advisor
Office: 502.420.9912
Cell: 502.300.5388
Fax: 502.420.9913​

Whitney McNicol

Jeff Blatt


Jim Wilson

Heather Riddle
Operations Specialist
Office: 502.420.9912
Fax: 502.420.9913
Heather Riddle is a Registered administrative assistant of Cetera Wealth Services, LLC, member FINRA/SIPC.

Joseph Richardson

Elle Drake

Christy King

Susan Townsend

Joe Bickett, JD, LLM, RPH