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Meet our Team

Our team of financial services professionals offers expertise and certifications in all areas of wealth management. Supporting our mission to provide holistic planning services to our clients, the ClearStep Financial team consists of fiduciaries, investment advisor representatives, and insurance specialists. Each of our staff has been carefully selected for their commitment to objective financial planning and exceptional client service. Explore below to meet the team that is dedicated to partnering with you to reach your goals.

Meet Our Advisors

Meet Our Associates

Meet Our Executive Administrative Assistant

Exec. Assistant

Charlene Joseph

Charlene Joseph

Executive Admin Assistant