Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.

Advisors

Norm Lemus

MBA, CRPC™, CEPA®, CPWA®

Private Wealth Advisor

Managing Director
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Team

Pattie Gradl

Registered Client Service Associate,

Practice Manager

Personal Intro

Pattie has more than 20 years of experience in the financial services marketplace.

In addition to holding the appropriate FINRA licensure she also holds a Life & Annuities & Health license. Pattie has also earned the designation of a Financial Paraplanner Qualified ProfessionalTMand is a Notary Public.

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