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

Joseph Richardson

Christy King

Joe Bickett, JD, LLM, RPH