The Team

ClearCourse Financial Group
Women face different financial considerations. You may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. We use our exclusive Confident Retirement® approach to help our clients feel more confident about their, and their loved ones,’ financial future. We are personally invested in helping them plan for and enjoy the full and rich lives they’ve earned.

Our Advisors

Allyse Averesch

Allyse Averesch

Financial Advisor

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Designations

CFP®, APMA®

Top Areas of Focus

  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Investment Management

Education

B.S. in Human Ecology- Cosumer and Family Financial Services CFP Track- The Ohio State University

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Gregory Averesch

Gregory Averesch

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Income Strategies

Education

Bachelor of Science Degree in Business Administration, The Ohio State University

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Richard Pierce

Richard Pierce

Financial Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
CA Insurance #0H74251

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Kay M Williamson

Kay M Williamson

Financial Advisor

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Designations

CFP®, ChFC®, CLU®, APMA®, CRPC®

Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

Ed.D. University of Massachusetts, Amherst 1988, MA University of Victoria, BC, Canada 1985, B.Ed (Honors) University of Wales, Cardiff 1977

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Rachael Holm

Rachael Holm

Financial Advisor

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Designations

CFP®, CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies

Education

Loyola University of Chicago, Bachelor of Finance in Business Administration

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Our Staff

Victoria Bergman

Victoria Bergman

Client Service Specialist

Katelyn Miller

Katelyn Miller

Client Service Specialist

Debra Calvelage

Client Relationship Manager

Joel Railsback

Joel Railsback

Investment Manager