Broker Check

YOUR TEAM

COMMITTED TO YOUR GOALS & DREAMS

Our team is committed to upholding the highest standards of excellence.

At Claridence Wealth, our clients are our top priority, and their success is our primary goal.

We dedicate ourselves to providing personal attention, offering quality advice, exercising sound judgment, and maintaining professionalism at all times. Clients not only appreciate our team's knowledge but also experience our genuine care in helping them achieve their dreams. We guide clients on their financial journey, keeping them focused on their goals, advising them on effective strategies, and emphasizing the importance of discipline in realizing their aspirations.

Steve Small

Steve Small, AIF®, AAMS®

Founder & Senior Wealth Advisor

Jordan Braun

Jordan Braun, WMCP®

President & Financial Planner

Matthew Hardy

Matt Hardy

Vice President, Operations

Penny Small

Catherine "Penny" Small

Director of Client Services

Adeline Ripke

Adeline Ripke

Client Services Associate

Sam & Tobin Small

Sam & Tobin Small

"Roll Over" Specialists

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