Live for Today. Plan for Tomorrow.
At SKC Financial Group, we believe today’s physicians are overwhelmed with responsibilities on all fronts: family, work, and money.
If you have ever thought:
- Should I pay down my student loans first?
- How much home can I afford?
- How do I manage my attending salary after living as a resident for so long?
- Is my family and my money protected If I am sued as a medical provider?
We have worked with hundreds of physicians over the last decade and can help answer all these questions and more. Our founder, Norm Wright, has taken the steps on this journey with his wife, an Obstetrician in Central Florida.
When you are ready to stop feeling stressed out when it comes to your finances, give us a call and let us help you LIVE FOR TODAY AND PLAN FOR TOMORROW!
SKC Planning Process
Schedule a first visit to learn more
First Visit
30 Min Virtual Meeting
We get to know each other to see how we can help you.
Second Visit
60 Min Virtual Meeting
Present the Customized Financial Plan to meet your objectives.
Share our Evidence-Based Investment Management Process.
Complete the Procedure
We work together on an ongoing basis to implement the plan and reduce financial stress.
Financial Physical
30 Min Virtual Meeting, 1-2 times per year
We check in regularly to make sure you are financially healthy and on the right track.
First Meeting
30 Min Virtual Meeting
We get to know each other to see how we can help you.
Second Meeting
60 Min Virtual Meeting
Present the Customized Financial Plan to meet your objectives.
Share our Evidence-Based Investment Management Process.
Complete the Process
We work together on an ongoing basis to implement the plan and reduce financial stress.
Financial Physical
30 Min Virtual Meeting, 1-2 times per year
We check in regularly to make sure you are financially healthy and on the right track.
About Us
Realize Your Financial Hopes & Dreams
SKC Financial Group Inc. was established in 2011 with the purpose of helping clients realize their financial hopes and dreams. It is our desire to educate people on the most important financial decisions impacting their loved ones throughout the future. Proper education allows our clients the knowledge necessary to handle the challenges we face today.
At SKC Financial Group, we are committed to offering exceptional quality service to our clients. We accomplish this by bringing together highly educated advisors with the financial expertise necessary to help our clients achieve their goals. Our advisors are dedicated members of the community and strive for living purposeful lives.
Meet The Team
Norm Wright
Norm is a Certified Financial Planner® and the founder of SKC Financial Group. He graduated from Indiana University of Pennsylvania in 2005, earning a Bachelor of Science with a double major in Finance and Economics. He has three sons, Quinn, Vaughn, and Zaine. They currently reside in Gotha, FL.
Norm has been assisting clients with financial planning needs since 2006. He has worked with Mass Mutual, MetLife and Ameriprise in both management and financial planner roles. Norm learned firsthand that many financial companies encourage their advisors/planners to focus on products and sales over whatclient’s true needs. Part of his inspiration to start his own firm was to make sure that he could focus on his clients and their needs. With his wife being a physician, it is a natural fit for Norm to focus his practice assisting doctors with their financial planning needs. He knows all too well the financial, physical, and mental cost it takes to become a physician, so he focuses on alleviating alleviating these financial stresses for his clients.
Outside of his time at work, Norm enjoys spending time with his family. Together, they love traveling to new places, visiting Florida beaches, and doing all things Disney!
Kris A. Wright
Kris is a paraplanner for SKC Financial Group. He graduated from Iowa State University in 1993, earning his Bachelor of Science in Family Resource Management & Consumer Sciences. He resides in West Des Moines, Iowa with his wife, Tammy. He has a daughter, Elsa, and two sons, Tinsley and Culley.
Kris has been assisting clients with insurance and investment planning needs since 1994. He spent the first 20 years of his career with MassMutual where he was a financial advisor. After leaving MassMutual, he then transitioned into his current paraplanner role. In this role he uses his excellent people skills combined with his 20+ years of experience as a financial advisor to help bridge the gap between the clients and financial planners. He takes great pride in helping people with their financial planning needs.
Outside of his time at work, Kris enjoys time with his family. Since Kris & Tammy are both alumni of Iowa State University, it only made sense that each of his 3 children have attended or are currently attending there as well. Many Fall Saturdays are spent attending football games and spending time with friends and relatives. And, since recently becoming empty nesters, they hope to spend more time traveling as well.
Michelle Agey
Michelle has worked in the customer service industry for over 30 years, specializing in client service relationships. She is married to her husband Steve and they have 3 daughters and 3 grandchildren. Michelle and her husband reside in West Des Moines, Iowa.
Outside of work Michelle enjoys spending time with family and friends. She also enjoys cheering on her favorite sports teams, specifically the Iowa Hawkeyes and any other outdoor activities.
Norm Wright
Norm is a Certified Financial Planner® and the founder of SKC Financial Group. He graduated from Indiana University of Pennsylvania in 2005, earning a Bachelor of Science with a double major in Finance and Economics. He has three sons, Quinn, Vaughn, and Zaine. They currently reside in Gotha, FL.
Norm has been assisting clients with financial planning needs since 2006. He has worked with Mass Mutual, MetLife and Ameriprise in both management and financial planner roles. Norm learned firsthand that many financial companies encourage their advisors/planners to focus on products and sales over what client’s true needs. Part of his inspiration to start his own firm was to make sure that he could focus on his clients and their needs. With his wife being a physician, it is a natural fit for Norm to focus his practice to assist doctors with their financial planning needs. He knows all too well the financial, physical, and mental cost it takes to become a physician, so he focuses on alleviating the stress of finances for his doctor clients.
Outside of his time at work, Norm enjoys spending time with his family. Together, they love traveling to new places, visiting Florida beaches, and doing all things Disney!
Kris A. Wright
Kris is a paraplanner for SKC Financial Group. He graduated from Iowa State University in 1993, earning his Bachelor of Science in Family Resource Management & Consumer Sciences. He resides in West Des Moines, Iowa with his wife, Tammy. He has a daughter, Elsa, and two sons, Tinsley and Culley.
Kris has been assisting clients with insurance and investment planning needs since 1994. He spent the first 20 years of his career with MassMutual where he was a financial advisor. After leaving MassMutual, he then transitioned into his current paraplanner role. In this role he uses his excellent people skills combined with his 20+ years of experience as a financial advisor to help bridge the gap between the clients and financial planners. He takes great pride in helping people with their financial planning needs.
Outside of his time at work, Kris enjoys time with his family. Since Kris & Tammy are both alumni of Iowa State University, it only made sense that each of his 3 children have attended or are currently attending there as well. Many Fall Saturdays are spent attending football games and spending time with friends and relatives. And, since recently becoming empty nesters, they hope to spend more time traveling as well.
Michelle Agey
Michelle has worked in the customer service industry for over 30 years, specializing in client service relationships. She is married to her husband Steve and they have 3 daughters and 3 grandchildren. Michelle and her husband reside in West Des Moines, Iowa.
Outside of work Michelle enjoys spending time with family and friends. She also enjoys cheering on her favorite sports teams, specifically the Iowa Hawkeyes and any other outdoor activities.
Check the background of investment professionals on FINRA’s BrokerCheck.