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.
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
Owner, Investment Advisor Representative
Brett Neal
Investment Advisor Representative
Susan Hahn, CFP®
Certified Financial Planner™, Sr. Vice President & Compliance Officer
Truman Faeh
Investment Advisor Representative
Brian Swim
Investment Advisor Representative
Kristin Chance
Executive Administrative Assistant
Kassidy Willson
Client Relationship Manager
Crystal Boysen
Administrative Associate & Payroll Specialist