Robert Butts is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 designations and nine years of industry experience. His prior work includes positions at SCF Investment Advisors, Inc. and SCF Securities, Inc. Outside of his advisory role, he is involved in several nonprofit organizations, serving as a board member and CFO of CASA of Kings County and participating in fundraising activities with the Rotary Club of Hanford and Gideons International. He also holds a leadership position as an elder on the governing council of First Christian Reformed Church of Hanford. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset-allocation and model-based strategies across proprietary and third-party platforms and offers ERISA retirement-plan advisory services and participant advice.

Susan Tackett is a financial advisor at Concorde Asset Management, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including SCF Investment Advisors, Inc. and H. Beck, Inc. Outside of her advisory role, she serves on the boards of Kings Art Center and CASA of Kings County, a nonprofit supporting children involved in the court system, and is active in the Rotary Club of Hanford. Concorde Asset Management serves individual, high-net-worth, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds customized portfolios using model-based strategies and serves as an overlay manager, with operational support from multiple technology providers and a focus on ERISA retirement-plan advisory services.