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Family, Legacy, and Financial Planning

Tommy and Chandler Norris of Norris Financial

For Tommy Norris, financial planning has always been about people. A second-generation advisor with Prudential Financial, Tommy entered the business 38 years ago thanks to a suggestion from his uncle after high school graduation. “I let it go in one ear and out the other,” Tommy says with a laugh. “But after I graduated college and still didn’t know what I wanted to do, I remembered what he said. I called him, he set me up with an interview at Prudential, and the rest is history.”

Norris Financial and Insurance Group focuses on helping individuals, families, and businesses make smart, long-term financial decisions. From planning and investment strategies to employee benefits, Tommy and his wife Cindy, who runs the Employee Benefits Division, take a proactive, relationship-based approach. “We like to look 5, 10, 15 years ahead and build a strategy around where our clients want to be,” Tommy says. “It’s not just transactional—it’s about creating financial security and peace of mind.”

Recently, Tommy and Cindy welcomed their son, Chandler, to the firm. “I started recruiting Chandler while he was still in high school. It took me ten years of recruiting to finally get him,” Tommy says. “He worked with the Fellowship of Christian Athletes for four years and has always enjoyed helping people. Once he had his first child, I think the importance of planning really hit home.”

Chandler recently passed the rigorous CFP® exam and officially became the family’s third generation advisor with Prudential. “I had a family and the lightbulb came on,” Chandler says. “Making informed financial decisions is a great way to support loved ones and your passions. I got into financial planning to help others strategically fund what matters most.”

For Chandler, continuing the Norris legacy means everything. “It’s about more than business. It’s our family values—faith, connection, long-term vision—and that’s what we bring to our clients too.” And the best lesson he’s learned from his dad? “The best time to start planning was yesterday. The second best time is today.”

From one generation to the next, Norris Financial and Insurance Group continues to serve families with the same dedication and heart that started it all.

Norris Financial and Insurance Group is located at 228 Baston Road in Augusta. Call their office at 706-869-8888 or send an email to Tommy.Norris@Prudential.com or Chandler.Norris@Prudential.com to learn more or schedule a consultation.

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