Our Team

Since 2004, Jason Norton has helped clients navigate into and throughout retirement. His step-by-step wealth building and wealth preservation process is the cornerstone of his commitment to guiding clients in the retirement and wealth...

In his role of associate financial advisor, J is responsible for assisting in client care and communication. He assists longtime clients of the firm as well as new clients with their long term investment and financial planning needs. J...

As Vice President of Operations, Maggie Borden is proficient in all aspects of client care and office operations. She helps to ensure a smooth, efficient and enjoyable experience for our clients. Her long-standing reputation...

As the Branch Operations Manager, Kimberly oversees all aspects of operations from client services to compliance. In 2020, Kimberly obtained her FINRA Series 7 and 66 licenses. Her attention to detail is a great asset in her role....