Normandy Investment Advisors

Brent Caswell is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Normandy Investment Advisors, where he has worked since 2021, following six years at Commonwealth Financial Network. Caswell is also the owner of Caswell & Associates, a private entity involved in securities, advisory, and insurance business operations. Normandy Investment Advisors provides wealth management and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a strategic blend of active and passive management within a Modern Portfolio Theory framework, offering diversified allocations across multiple asset classes and incorporating derivatives in separately managed accounts.

Thomas Laming is a financial advisor with Normandy Investment Advisors in Pinehurst, NC, holding a Series 65 designation and 22 years of industry experience. He joined Normandy in 2022 following a six-year retirement period. Normandy Investment Advisors provides personalized wealth management and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a strategic blend of active and passive management within a Modern Portfolio Theory framework, managing approximately $142 million in discretionary assets as of December 31, 2024.

Jeffrey Tudas is a CFP® and Series 66-registered advisor with 25 years of industry experience. He has worked at Normandy Investment Advisors since 2021 and previously spent 15 years at CommonWealth Financial Network and 11 years at Summit Wealth Advisors, LLC. Outside of his advisory role, he is also involved in fixed insurance sales as an insurance agent. Normandy Investment Advisors provides personalized wealth management and portfolio management services to individuals, high-net-worth clients, trusts and estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a strategic blend of active and passive management within a Modern Portfolio Theory framework and offers diversified allocations across multiple asset classes including equities, fixed income, mutual funds, ETFs, and options.

Ryan Tudas is a financial advisor at Normandy Investment Advisors in Leawood, KS, holding a Series 65 designation with three years of industry experience. Prior to joining Normandy in 2022, he served nine years in the U.S. Marine Corps. Normandy Investment Advisors offers personalized wealth and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a strategic blend of active and passive management within a Modern Portfolio Theory framework, managing approximately $142 million in discretionary assets as of December 31, 2024.

Eric Mccarver is a CFP® with 29 years of industry experience, currently serving at Normandy Investment Advisors since 2025. Prior to joining Normandy, he was affiliated with CommonWealth Financial Network for 27 years. He is also president and sole owner of Private Portfolio Services, Inc., an entity involved in securities and insurance business. Normandy Investment Advisors provides wealth management and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a strategic blend of active and passive management within a Modern Portfolio Theory framework, offering diversified allocations across various asset classes and incorporating derivatives in separately managed accounts.