ClearCourse Wealth Advisors

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

Visit Gregory Averesch's website
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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Rachael Holm

Rachael Holm

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Rachael Holm's website
Travis Cremeans

Travis Cremeans

CLU®, ChFC®, APMA®

Financial Advisor

Visit Travis Cremeans's website

Team

Joel Railsback

Joel Railsback

Investment Manager

Katelyn Romano

Katelyn Romano

Client Service Specialist

Qualifications

  • Notary Public
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Kara Ybarra

Kara Ybarra

Client Service Specialist

Qualifications

  • Notary Public
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Kelly Jansons

Client Service Specialist

Qualifications

  • Notary Public
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Katie Burns

Paraplanner

Leeannda Fischer

Client Relationship Manager