Meet the Team
At Clear Resource, our reasons for becoming financial professionals are deeply personal. In the past, we repeatedly saw friends and family members struggling to find the help they needed to map out their financial future. We are confident that, with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. We have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance concepts and use those concepts to pursue their financial objectives. We are committed to our community of clients.
We have found that a team approach can be an effective method to help clients with their wide variety of needs as they maneuver through a complex financial-services world. We actively coordinate with your tax and legal professionals. If you lack professional relationships, we can help connect you with qualified services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Managing Member & Investment Advisor Representative
Investment Advisor Representative, Planning Specialist
Director of Client Service