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Team

Jeff and Garret began working together in 1990. Both offer unique skill-sets, and they believe a "Team Approach" to Financial Planning adds a deeper understanding of client goals, objectives, and dreams. Knowing who clients are beyond "the numbers" is a vitally important perspective to their financial planning process.


Garret Norris graduated from Towson University in Maryland and holds a Bachelor of Science Degree in Mass Communications. Garret is an Investment Advisor Representative and focuses on financial, insurance, and investment planning....

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Jeff Basik holds a BS in Management from the United States Air Force Academy in Colorado Springs, Colorado, and a Masters in Business Administration from Bentley College in Boston, Massachusetts. In addition, Mr. Basik is a retired Lt....

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