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 B. Norris, CFP®, ChFC®
(239) 267-7255
garret.norris@ceteraadvisors.com
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....
Jeffrey P. Basik, MBA
(239) 267-7255
jeffrey.basik@ceteraadvisors.com
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,...
Logan Norris
Investment Adviser Representative
239-267-7255
logan.norris@ceteraadvisors.com
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...