clear strategy tagline

OUR COMMITMENT

We understand that everyone has unique goals and circumstances. Our role is to assist in your journey and provide guidance alongside you.

As a partner in your financial well-being, we strive to gain an understanding of each client as an individual. This allows us to provide a personalized approach for every stage of life.

retired couple on a boat

OUR PROCESS

As a company of independent representatives,
we work for YOU.

OUR EXPERTISE

Traditionally you would consult with multiple professionals to guide your personal financial decisions. Our team uses a comprehensive approach to assist in implementing your vision as we navigate life together.

investments and financial planning icon

Investments & Financial Planning

health and life insurance icon

Health & Life Insurance

tax planning and preparation icon

Tax Planning & Preparation

estate planning icon

Estate Planning

mortgage funding icon

Mortgage Funding

property and casualty insurance icon

Property & Casualty Insurance

OUR TEAM

Melanie Aikens

Senior Consultant

Sym Amyx

Administrative Assistant, Customer Service

Brad Barnum

Insurance Advisor

Bridget Baughman

Financial Advisor & Registered Principal

female headshot

Administrative Assistant, Customer Service

Nick Bliss

Financial Advisor

Janet Bontrager

Insurance Advisor

Cathy Crandall

Insurance Advisor

Bill Crown

Insurance Advisor

Kate Cwiertak

Administrative Assistant, New Accounts

Brianna Egner

Financial Advisor

female headshot

Administrative Assistant & Technology Coordinator

Marty Hansen

Enrolled Agent & Tax Preparer

Jessica Harris

Administrative Assistant, New Accounts

Jonathan Harris

CFO & Financial Advisor

Natalie Hoffman

Administrative Assistant, Customer Service

Kristin Kerr

Administrative Assistant, Customer Service

Devin Kind

Client Coordinator

Elizabeth Knoll

Executive Assistant

Dominik Kudzma

Financial Advisor

Sadari Lindsey

Administrative Assistant, Customer Service

Racheal Matthews

Administrative Assistant, Customer Service

Stephanie O'Connor

Human Resources & Bookkeeper

Paul Parsell

Insurance Advisor

female headshot

Administrative Assistant & Tax Planner

Aaron Pietila

Financial Professional

Timothy Pipkens

Financial Advisor

Dave Prochazka

Financial Advisor

Nina Quaine

Administrative Assistant, Customer Service

Griffin Saddler

Financial Advisor

Melanie Sanlor

Executive Assistant, Customer Service

Eric Schroeder

CEO & Financial Advisor

Collin Schuiteboer

Insurance Advisor

Megan Schuiteboer

Administrative Assistant

Bhanu Shah

Enrolled Agent & Tax Preparer

Todd Skiba

Insurance Advisor

female headshot

Administrative Assistant & Tax Planner

Katie St. Charles

Executive Assistant, New Accounts

Jennie Steudle

Sales Director & Office Manager

Sarah Thomas

Insurance Advisor

Clear Strategy location map
1
Alpena, MI view map
2
Brighton, MI (North) view map
3
Brighton, MI (South) view map
4
Caro, MI view map
5
Flint, MI view map
6
Portage, MI view map
7
Rochester Hills, MI view map
8
Traverse City, MI view map

CONTACT US

While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us. To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?

OFFICE HOURS
Monday – Friday
9AM – 5PM

PHONE
800-960-4560

FAX
810-355-2444

support@myclearstrategy.com