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, AIF®, AAMS®
Founder & Senior Wealth Advisor
Jordan Braun, WMCP®
President & Financial Planner
Matt Hardy
Vice President, Operations
Catherine "Penny" Small
Director of Client Services
Adeline Ripke
Client Services Associate
Sam & Tobin Small
"Roll Over" Specialists