Meet the Team
Clearview Wealth Management was formed by a cohesive team of credentialed professionals who have a long history of working together. Recognizing the strength of their team, 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.
Client Service Associate
Kathryn supports our firm’s administrative and office operations including assistance with client transactions, compliance and billing.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.