13720 CYPRESS TERRACE CIR,
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 Adviser Representative and focuses on financial, insurance, and investment planning....
Jeff Basik, holds a Bachelor of Science Degree 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,...
Investment Adviser Representative
Logan Norris graduated from Florida Gulf Coast University, and holds a Bachelor of Arts Degree in Philosophy. Logan is an Investment Adviser Representative and holds the following Securities Registrations and Insurance Licenses...