The Norden Group LLC

Brent Cochran is a financial advisor at The Norden Group LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Crewe Advisors and Cambridge Investment Research. Outside of advisory services, he is involved in equipment leasing through KBC Ventures and manages real estate purchases via KBC Good Deeds LLC. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, focusing on discretionary portfolio management and consulting. The firm primarily uses model portfolios and third-party managers, with a notable integration of insurance products through licensed advisors.

Colter Yde is a financial advisor at The Norden Group LLC with seven years of industry experience. He holds a Series 65 designation and has worked at TownSquare Capital and Bander Investments prior to joining The Norden Group. Outside of financial advising, Yde is involved with Fall Pest Services, a business he has been associated with since 2017. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets primarily on a discretionary basis. The firm implements model portfolios and third-party money managers, offering a broad investment universe and incorporating insurance products as part of its financial planning services.

Nathan Rosell is a CFP® professional with eight years of industry experience, currently serving at The Norden Group LLC since 2024. His prior experience includes roles at Portside Wealth Group, TownSquare Capital, and several other financial firms. Outside of his advisory work, Rosell owns a multi-line insurance brokerage and creates educational content on YouTube related to firearms and general skills through multiple channels. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets. The firm primarily operates on a discretionary basis, utilizing model portfolios and third-party money managers, and integrates insurance offerings as part of its financial planning services.

Cody Hutchinson is a financial advisor with The Norden Group LLC in St. George, UT, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for 10 years before joining The Norden Group. In addition to his advisory role, Hutchinson is licensed as an independent insurance agent, enabling him to transact insurance products for clients. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, primarily operating on a discretionary basis with approximately $1.74 billion in client assets. The firm employs model-driven and sub-advised strategies, focusing on manager selection and asset allocation across a broad investment universe.

Kylee Adamson is a CFP® with five years of industry experience, currently serving as an advisor at The Norden Group LLC. She also owns and operates Kylee Nelson LLC, a cosmetology business. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, primarily managing client assets on a discretionary basis through model portfolios and third-party money managers.

Jason Perkins is a financial advisor with The Norden Group LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Baker Tilly Wealth Management, DFPG Investments, Allegis Investment Services, Squar Milner Financial Services, and Sagepoint Financial. In addition to his advisory work, Perkins is also licensed as an insurance agent, providing fixed annuity and insurance products. The Norden Group LLC offers investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets. The firm primarily operates on a discretionary basis, utilizing model portfolios and third-party money managers, and combines investment management with insurance product recommendations as part of its comprehensive planning approach.

Tyson Wakley is a financial advisor with The Norden Group LLC in Provo, Utah, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at TownSquare Capital, LLC and Allegis Investment Advisors. Outside of his advisory work, he serves as a board member for BetheBestU LLC, a marketing-related organization, and owns TLW Consulting LLC. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets through discretionary portfolio management, financial planning, and consulting. The firm primarily utilizes model portfolios and third-party managers and integrates insurance products as part of its comprehensive planning approach.

Hayden Johnson is a financial advisor at The Norden Group LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Deseret Mutual Benefit Administrators, Mountain America Credit Union, and teaching experience at Utah Valley University. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, primarily managing client assets on a discretionary basis through model portfolios and third-party money managers. The firm utilizes a broad investment universe and emphasizes operational outsourcing and third-party manager relationships.

Alec Abbott is a financial advisor at The Norden Group LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Baker Tilly Us, LLP, Baker Tilly Wealth Management, LLC, Baker Tilly Capital, LLC, DFPG Investments, Inc., and Squar Milner Financial Advisors. Outside of his advisory role, Alec is an independent insurance broker and serves as a member of the board of advisors for Medalist Diversified REIT, Inc. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, focusing on discretionary portfolio management, financial planning, and consulting. The firm primarily uses model-driven and sub-advised strategies implemented through a turnkey asset management platform and manages a broad investment universe including ETFs, mutual funds, and alternative assets.

Trent Johnson is a financial advisor with The Norden Group LLC, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Capital Synergy Partners, DFPG Investments, TownSquare Capital, and Allegis Investment Services. Outside of finance, he serves as the director and head coach of a high school baseball program, overseeing games, practices, scheduling, and academics. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets. The firm primarily operates on a discretionary basis, utilizing model portfolios and third-party managers across a broad investment universe that includes ETFs, mutual funds, and alternative investments.

Matthew Mendenhall is a financial advisor with The Norden Group LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at DFPG Investments, Townsquare Capital (Park Avenue Advisors), Allegis Investment Services, and Allegis Investment Advisers. He is also licensed to offer fixed life and annuity insurance products as part of his financial planning services. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets. The firm primarily uses model portfolios and third-party money managers within a broad investment universe and combines discretionary portfolio management with insurance offerings and consulting services.

Renn Olsen is a CFP®-certified financial advisor at The Norden Group LLC with 10 years of industry experience. He previously worked at Townsquare Capital and Crewe Capital Advisors LLC. Outside of his advisory role, Olsen is an independent insurance agent selling fixed life insurance products and manages an equipment rental business. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, focusing on discretionary portfolio management, financial planning, and consulting. The firm primarily employs model portfolios and third-party managers and integrates insurance product recommendations as part of its client offerings.

Joseph Arce is a financial advisor at The Norden Group LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Key Bridge Compliance, WFA of San Diego, and Wheelerfrost Wealth Managers. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, primarily managing assets on a discretionary basis through model portfolios and third-party money managers. The firm serves a diverse client base, including high-net-worth individuals, and offers a broad investment universe alongside financial planning and general consulting.

Rachelle Dillingham is a Series 65 licensed advisor with seven years of industry experience, currently with The Norden Group LLC. She is also a CPA and provides tax and accounting services through Layton & Associates, her primary business. Her work history includes roles at Portside Wealth Group, TownSquare Capital, GLS CPAs, and American Landmark. The Norden Group LLC offers investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets primarily through discretionary portfolio management, model portfolios, and third-party money managers. The firm combines investment management with insurance product offerings and emphasizes operational outsourcing through a turnkey asset management platform.

Ahlin Hafen is a financial advisor at The Norden Group LLC in Salt Lake City, UT, holding a Series 65 license with five years of industry experience. Prior to joining The Norden Group, Ahlin worked at TownSquare Capital, LLC, and has experience in nonprofit and retail sectors. The Norden Group LLC provides investment advisory and planning services to individuals, charitable organizations, and businesses, managing approximately $1.74 billion in client assets primarily through discretionary portfolio management. The firm utilizes model portfolios and third-party money managers and offers a broad investment universe including ETFs, mutual funds, and alternative investments.