Our Team

We have a team of highly credentialed fiduciary
professionals that deliver world class financial advice.

Larren Odom

Larren C. Odom, MBA, CFP®

Wealth Manager

Cory-Norpel

Cory Norpel, B.A.

Operations Director

Marc

Marc Girardot, MBA, CFP®

Wealth Manager

“Discipline is the bridge
between goals and accomplishment.”
John Rohn, Entrepreneur

What We Do

Investment Management

Tax Mitigation

Education Planning

Risk Management

Retirement

Estate Planning