ClearCourse Financial Group

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Gregory Averesch

Gregory Averesch

APMA®

Financial Advisor

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Allyse Averesch

Allyse Averesch

CFP®, APMA®

Financial Advisor

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Richard Pierce

Richard Pierce

CRPC®, APMA®

Private Wealth Advisor

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Kay M Williamson

Kay M Williamson

CFP®, ChFC®, CLU®, APMA®, CRPC®

Financial Advisor

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Rachael Holm

Rachael Holm

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
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Travis Cremeans

Travis Cremeans

CLU®, ChFC®, APMA®

Financial Advisor

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Team

Debbie Calvelage

Client Relationship Manager

Joel Railsback

Investment Manager

Katelyn Miller

Client Service Specialist

Kara Ybarra

Client Service Specialist