ClearCourse Financial Group

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Gregory Averesch

Gregory Averesch

Financial Advisor

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Allyse Averesch

Allyse Averesch

Financial Advisor

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Richard Pierce

Richard Pierce

Private Wealth Advisor

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Kay M Williamson

Kay M Williamson

Financial Advisor

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Rachael Holm

Rachael Holm

Financial Advisor

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Travis Cremeans

Travis Cremeans

Financial Advisor

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Team

Debbie Calvelage

Client Relationship Manager

Joel Railsback

Investment Manager

Katelyn Miller

Client Service Specialist

Victoria Bergman

Client Service Specialist

Kara Ybarra

Client Service Specialist