The Team

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.

Our Advisors

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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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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Our Staff

Debbie Calvelage

Office Assistant