Our History
Years of experience have prepared us to guide you through life's transitions.
Who We Are
Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
James Norris, CFP®
Vice President, Financial Advisor
Quality, perspective, honesty and integrity: my core values are at the center of everything I do. You can count on that. From day one, I’m an advocate for you and your legacy. I believe in your success because I know how hard...
Victoria Jo Wellman
Client Specialist
Jo joined my team in June of 2024. From 2017-2024 Jo lived at Moody Air Force Base as an active-duty spouse until her husband was medically separated in April 2024 and they relocated to the local Tri-State area where they are from...
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