Visalia, CA Office

Robert Butts is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Concorde in 2022, he worked for SCF Investment Advisors and SCF Securities from 2017 to 2022, and he has served in various roles outside finance, including as a board member and treasurer for CASA of Kings County and as an elder on the governing council of his local church. He is also actively involved in the Rotary Club of Hanford and serves as vice president of a local chapter of Gideons International. 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 with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. Her prior roles include positions at SCF Investment Advisors, Inc. and H. Beck, Inc. She serves on the boards of Kings Art Center and CASA of Kings County, nonprofit organizations in her local community, and is a member and past president of the Rotary Club of Hanford. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm implements asset allocation and model-based strategies through proprietary and external platforms, providing ERISA retirement-plan advisory services alongside participant advice and variable annuity account management.