Team
Jordan C. Norley, AIF®, CFS®, CPFA®
Managing Partner | Certified Plan Fiduciary Advisor
Jordan is a Partner and Certified Plan Fiduciary Advisor with The Plan Advocate at Independence Square Advisors. He has been in the industry for over 15 years and focuses on retirement plan strategies for businesses and executives.
Joseph A. Lapps, CRPS
Managing Partner | Chartered Retirement Plans Specialist
Joe is a Partner and Chartered Retirement Plans Specialist with The Plan Advocate at Independence Square Advisors. He has over 28 years of experience as a financial advisor.
Joe Elliott is the Founding and Managing Partner of Independence Square Advisors, a boutique advisory and investment management firm specializing in 401(k) plan sponsorship. He has over 20 years of experience providing individuals and...
Eric, a Private Wealth Manager and Partner with The Plan Advocate at Independence Square Advisors, uses his past wealth management experience to assist the firm with 401(k) and Pension plan due diligence, investment fiduciary consulting...
Douglas J. Sweeney, CRPC®, AIF®
Partner | Private Wealth Manager
Doug is a Partner with The Plan Advocate at Independence Square Advisors. He brings clients unbiased advice and the ability to act as a stated ERISA 3(21) fiduciary to plan sponsor clients as well as Pension Plan Due Diligence. Doug also...
Shane P. Smith, CFP®, ChFC ®, LUTCF
Partner | Private Wealth Manager
Shane is a Partner with The Plan Advocate at Independence Square Advisors. He uses his past wealth management experience to assist the firm with 401(k) and Pension plan due diligence, investment fiduciary consulting, and plan assistance.
Zach serves as the Chief Investment Officer for the group, working with financial advisors on the day to day management of their portfolios while leading the research and trading functions for the company.
Rani, a native of the South Pacific, was born in Fiji Islands and raised in New Zealand. An obsession for business strategy and process improvement led her to attain a Bachelor of Business at Auckland University of Technology, New...
Karen Grubb is an executive assistant at Independence Square Advisors and has over 7 years of experience in the financial services industry, including a strong background of over 25 years of client service experience.
Karen McCarthy is the Chief Operations Officer for Independence Square Advisors. She has over 15 years of experience in the financial services industry and over 25 years of client service experience.