Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Advisors

Advisor photo for Norm Lemus

Norm Lemus

CPWA®, MBA, CEPA®, CRPC

Private Wealth Advisor

Managing Director
Visit Norm Lemus's website


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.

View more