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Plan | Invest | Protect

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.

Financial Planning Process Diagram for Clear Strategy

OUR PROCESS

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

Meet the Team

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.

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Investments & Financial Planning

The complexity and uncertainty of investing in an ever-changing marketplace can be frustrating and overwhelming. Our team listens to your concerns, addresses the challenges you are facing and implements a long term, personalized financial plan.

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Health & Life Insurance

You can trust our team of experts to identify the best solutions to protect yourself and your family. We assist in navigating your senior health care options and long term care solutions. Our team also evaluates your life insurance needs to care for your family when you no longer can.

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Tax Planning & Preparation

Using a thoughtful approach to managing and mitigating your tax liabilities is an essential part of your financial health. We offer comprehensive solutions for your tax needs.

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Estate Planning

An effective estate plan provides you peace of mind by expressing your wishes simply and thoughtfully. Our strategic partners will ensure that your family is protected and your assets are transferred smoothly to your loved ones with minimal cost and delay.

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Mortgage Funding

Whether purchasing a new home or refinancing your existing, navigating the overwhelming options can be exhausting. Our strategic partners use their extensive knowledge to provide the best solutions to meet your needs.

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Property & Casualty Insurance

Protecting you, your loved ones and your assets is imperative. Our strategic partners can structure home and automotive insurance policies that are best for your needs. As independent brokers working with top-rated insurance carriers, they offer a variety of coverage options at competitive prices.

Partner with Clear Strategy

OUR TEAM

Melanie Aikens

Senior Consultant

Sym Amyx

Administrative Assistant, Customer Service Team

Brad Barnum

Insurance Advisor

Bridget Baughman

Financial Advisor & Registered Principal

Autumn Bennett

Administrative Assistant, Customer Service Team

Nick Bliss

Financial Advisor

Mary Cousineau

Financial Advisor

Janet Bontrager

Insurance Advisor

Cathy Crandall

Insurance Advisor

Bill Crown

Insurance Advisor

Kate Cwiertak

Administrative Assistant, New Accounts Team

Shanna Estey

Technology Coordinator

Brianna Egner

Financial Advisor

Marty Hansen

Enrolled Agent & Tax Preparer

Jessica Harris

Administrative Assistant, New Accounts Team

Jonathan Harris

CFO & Financial Advisor

Kristin Kerr

Administrative Assistant, Customer Service Team

Devin Kind

Financial Advisor

Elizabeth Knoll

Marketing Director

Dominik Kudzma

Financial Advisor

Sadari Lindsey

Administrative Assistant, Customer Service Team

Racheal Matthews

Administrative Assistant, Customer Service Team

Stephanie O'Connor

Human Resources & Bookkeeper

Paul Parsell

Insurance Advisor

RaeDeane Pickney

Administrative Assistant, Tax Team

Aaron Pietila

Financial Professional

Timothy Pipkens

Financial Advisor

David Prochazka

Financial Advisor

John Prosniewski

Enrolled Agent & Tax Preparer

Nina Quaine

Administrative Assistant, Customer Service Team

Griffin Saddler

Financial Advisor

Melanie Sanlor

Executive Assistant, Customer Service Team

Eric Schroeder

CEO & Financial Advisor

Ryan Schroeder

Administrative Assistant, Customer Service Team

Collin Schuiteboer

Insurance Advisor

Megan Schuiteboer

Administrative Assistant

Bhanu Shah

Enrolled Agent & Tax Preparer

Todd Skiba

Insurance Advisor

Linda Squires

Tax Preparer

Katie St. Charles

Executive Assistant, New Accounts Team

Jennie Steudle

Sales Director & Office Manager

Sarah Thomas

Insurance Advisor

OUR LOCATIONS

  • ALPENA: 1223 S State Ave. Suite B. Alpena, MI 49707
  • BRIGHTON (NORTH): 1127 South Old US 23 Brighton, MI 48114
  • BRIGHTON (SOUTH): 403 East Grand River Ave. Brighton, MI 48116
  • CARO: 251 N State St. Caro, MI 48723
  • FLINT: 3340 Beecher Rd. Suite 2 Flint, MI 48532
  • GRAND RAPIDS: 20 Fulton St. E Grand Rapids, MI 49503
  • PORTAGE: 1209 East Milham Ave. Portage, MI 49002
  • ROCHESTER HILLS: 305 Barclay Cir. Suite 1002 Rochester Hills, MI 48307
  • TRAVERSE CITY: 2748 N Garfield Rd. Suite 17 Traverse City, MI 49686
Clear Strategy location 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

FAX
810-355-2444

PHONE
800-960-4560

support@myclearstrategy.com

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