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About Us

We use our extensive personal expertise, career experiences, and professional connections to help our clients with investments, life insurance, and long-term financial planning needs.

retired couple

Client Centered Focus

We are an independently owned financial advisory practice with a singular-focus to meet and exceed the needs of our clients. It is our passion. It is all that we do.

Our success is determined by how well we meet this objective. We are not tied to the products or goals of any other entity, or compensated, other than by our clientele. We are committed solely to the client, not competing interests. We believe our client relationships go beyond money. Many of our clients come to us through referrals from satisfied clients and other professionals.

Meet Your Expert Team

We use our extensive personal and professional experience in all areas of investment planning and selection to help pursue our client’s goals.

Judd Norman

Judd Norman

Owner, Investment Advisor Representative

Brett Neal

Brett Neal

Investment Advisor Representative

Mark Hahn

Mark Hahn

Investment Advisor Representative

Susan Hahn, CFP®

Susan Hahn, CFP®

Certified Financial Planner™, Sr. Vice President & Compliance Officer

Truman Faeh

Truman Faeh

Investment Advisor Representative

Dan Zach

Dan Zach

Investment Advisor Representative

Kristin Chance

Kristin Chance

Executive Administrative Assistant

Kassidy Willson

Kassidy Willson

Client Relationship Manager

Crystal Boysen

Crystal Boysen

Administrative Associate & Payroll Specialist

Allison Hraban

Allison Hraban

Administrative Assistant