Wayne - Norrid - Wetmore Wealth Management

Our mission is to help our clients plan for a life free of financial worry.


Advisors

Jacob Norrid

Jacob Norrid

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Jacob Norrid's website
Christina Wetmore

Christina Wetmore

APMA®

Financial Advisor

Visit Christina Wetmore's website

Team

Dawn Macht

Dawn Macht

Paraplanner

Qualifications

  • Series 7, 63 and insurance licensed

Roles & Responsibilities

  • Prepare paperwork for new and existing clients.
  • Enter trades on daily basis including processing redemptions and check deposits.
  • Meet with clients to assist with service issues and paperwork.
  • Research account inquiries and follow up on client service issues that arise.
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Kim Kubicek

Kim Kubicek

Client Service Specialist

Roles & Responsibilities

  • Greets clients and assists in providing a compelling client experience.
  • Assists clients with registering and navigating the Secure Site and Total View.
  • Follow up on client service related issues.
  • Social media and marketing coordinator for practice. Planning and executing of seminars and client events.
  • Scheduling of appointments for all advisors in practice.
  • Enjoys getting to know clients on a personal level and helping clients with issues that may arise.
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Pam Leyden

Pam Leyden

Paraplanner

Qualifications

  • Series 7 and 63

Roles & Responsibilities

  • Prepare paperwork for new and existing clients.
  • Enter trades on daily basis including processing redemptions and check deposits.
  • Meet with clients to assist with service issues and paperwork.
  • Research account inquiries and follow up on client service issues that arise.
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Kris Tucker

Kris Tucker

Financial Planning Assistant

Roles & Responsibilities

  • Contacts clients to collect information for their financial plans.
  • Creates a financial plan based on client goals.
  • Works with the financial advisors in office as well as our financial planning clients to create a comprehensive financial plan.
  • Enjoys creating plans tailored to each specific client and helping clients get on the right track to achieve their goals.
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Nathan Gleason

Nathan Gleason

Financial Planning Assistant

Roles & Responsibilities

  • Contacts clients to collect information for their financial plans.
  • Creates a financial plan based on client goals.
  • Works with the financial advisors in office as well as our financial planning clients to create a comprehensive financial plan.
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