Meet the Team

Clearview Wealth Management was formed by a cohesive team of professionals who have worked closely together for over 17 years. With a combined 60+ years of experience in wealth management, these individuals bring superior expertise and technical knowledge to focus the firm on individualized attention and care for each client.  We believe that financial planning and investment management doesn’t have to be intimidating, but rather can be empowering for our clients by allowing them to partner with us to help reach their goals for a successful financial future.

 

Our Professionals