Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
- People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
- Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
- Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
- Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)
Scott Norris started in the financial service industry in 1999 with Prudential Financial. Scott holds a Series 65 (Uniform Investment Adviser Law) and is an Investment Advisor Representative with Royal Fund Management, LLC. Scott believes when it comes to retirement, it is important to be able to “Sleep Well At Night” By being an independent advisor he is able to choose from some of the best investment portfolios, managers and products to help his clients achieve their financial goals and shape their legacy for generations to come. Scott is married to his wife, Robin of 30 years. They have 5 children and 2 grandchildren. He and his family are active in their local church. He is a lifetime member of the VFW. When not working he enjoys the great outdoors, travel, biking, and spending time with family.
Executive Assistant for Nexus Financial group. Shay is a licensed agent and is dedicated to providing assistance to Nexus Financial group staff and clients. Shay handles daily operations, schedules appointments, and processes insurance and investment contracts. Shay has excellent communication and customer service skills which contributed to her successful pool and property management business prior to joining Nexus. When not working Shay enjoys exercising, hiking, biking, cooking, and baking. My four children are my pride and joy. I have a reputation in the family for being a stickler for punctuality – being early reduces stress and gives me time to enjoy one more cup of coffee!
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.
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