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About Me

How I Work

How I Work

My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to our community.

My approach adds perspective to all I do and provides increased benefits to my clients.

Meet Me

James Norris, CFP®

Vice President, Financial Advisor

606-471-3470

JNORRIS@rwbaird.com

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...

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Victoria Jo Wellman

Client Specialist

606-471-3463

vwellman@rwbaird.com

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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