Michael J. Norris, CFP® has more than 25 years of experience specializing in investment strategies and personal financial planning. Prior to joining Carnick & Kubik, Michael was a principal and founder of Valued Investment Partners, LLC, an investment advisory firm with more than $200 million in assets under management. In 2015, Valued Investment Partners merged into Carnick & Kubik. Prior to Founding Valued Investment Partners, Michael was the founder and Principal of Norris Advisory Services, a financial planning and investment advisory firm.
Michael finds great fulfillment in working with his clients to achieve their life and retirement goals. He greatly enjoys the extensive research and technical analysis required to build optimally customized portfolios for his clients, and takes pride in providing excellent personalized service to clients.
Michael earned his Certified Financial Planner® designation in 1995. Growing up in Charlotte, NC, Michael received his undergraduate degree from North Carolina State University and his MBA from the University of North Carolina.
Michael and his wife, Frances, live in Centennial, CO and are active in the community. They enjoy activities with their 2 grandchildren, Hannah, age 12, and Robby, age 8. Michael is active in his Church and is part of the Denver Round Table.